A detailed history of Core Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 78,991 shares of AVUV stock, worth $7.61 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
78,991
Previous 74,792 5.61%
Holding current value
$7.61 Million
Previous $6.71 Million 12.95%
% of portfolio
2.44%
Previous 2.31%

Shares

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

Nov 13, 2024

BUY
$88.24 - $99.7 $370,519 - $418,640
4,199 Added 5.61%
78,991 $7.58 Million
Q2 2024

Aug 15, 2024

BUY
$86.93 - $93.77 $748,119 - $806,984
8,606 Added 13.0%
74,792 $6.71 Million
Q1 2024

May 15, 2024

BUY
$84.87 - $93.71 $5.62 Million - $6.2 Million
66,186 New
66,186 $6.2 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


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

Track Core Wealth Advisors, Inc. Portfolio

Follow Core Wealth Advisors, Inc. 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 Core Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Advisors, Inc. with notifications on news.