A detailed history of Concurrent Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 53,678 shares of AVUV stock, worth $5.07 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
53,678
Previous 53,121 1.05%
Holding current value
$5.07 Million
Previous $4.98 Billion 3.25%
% of portfolio
0.16%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$86.93 - $93.77 $48,420 - $52,229
557 Added 1.05%
53,678 $4.82 Billion
Q1 2024

May 07, 2024

SELL
$84.87 - $93.71 $190,787 - $210,660
-2,248 Reduced 4.06%
53,121 $4.98 Billion
Q4 2023

Apr 15, 2024

BUY
$73.38 - $91.25 $4.06 Million - $5.05 Million
55,369 New
55,369 $4.97 Billion

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.