A detailed history of Continuum Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 307,701 shares of AVUS stock, worth $30 Million. This represents 18.55% of its overall portfolio holdings.

Number of Shares
307,701
Previous 345,910 11.05%
Holding current value
$30 Million
Previous $31.2 Million 6.15%
% of portfolio
18.55%
Previous 16.54%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$86.27 - $95.15 $3.3 Million - $3.64 Million
-38,209 Reduced 11.05%
307,701 $29.3 Million
Q2 2024

Jul 23, 2024

BUY
$84.59 - $90.63 $2.06 Million - $2.2 Million
24,294 Added 7.55%
345,910 $31.2 Million
Q1 2024

May 20, 2024

BUY
$79.93 - $89.5 $3.86 Million - $4.32 Million
48,283 Added 17.66%
321,616 $28.8 Million
Q4 2023

Jan 31, 2024

BUY
$69.78 - $82.0 $1.07 Million - $1.25 Million
15,286 Added 5.92%
273,333 $22.3 Million
Q3 2023

Oct 25, 2023

BUY
$72.72 - $78.49 $745,598 - $804,757
10,253 Added 4.14%
258,047 $18.9 Million
Q2 2023

Jul 27, 2023

BUY
$68.92 - $75.19 $2.67 Million - $2.91 Million
38,726 Added 18.52%
247,794 $18.6 Million
Q1 2023

May 15, 2023

BUY
$67.42 - $74.29 $411,464 - $453,391
6,103 Added 3.01%
209,068 $14.8 Million
Q4 2022

Mar 01, 2023

BUY
$63.25 - $72.69 $12.8 Million - $14.8 Million
202,965 New
202,965 $13.8 Billion

Others Institutions Holding AVUS

About AMERICAN CENTY ETF TR AVANTIS


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

Track Continuum Wealth Advisors, LLC Portfolio

Follow Continuum Wealth 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 Continuum Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.