A detailed history of Cornerstone Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 11,282 shares of AVUV stock, worth $1.16 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,282
Previous 11,983 5.85%
Holding current value
$1.16 Million
Previous $1.08 Million 0.65%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 16, 2024

SELL
$88.24 - $99.7 $61,856 - $69,889
-701 Reduced 5.85%
11,282 $1.08 Million
Q2 2024

Jul 16, 2024

BUY
$86.93 - $93.77 $21,123 - $22,786
243 Added 2.07%
11,983 $1.08 Million
Q1 2024

Apr 19, 2024

BUY
$84.87 - $93.71 $22,745 - $25,114
268 Added 2.34%
11,740 $1.1 Million
Q4 2023

Jan 10, 2024

BUY
$73.38 - $91.25 $3,302 - $4,106
45 Added 0.39%
11,472 $1.03 Million
Q3 2023

Nov 06, 2023

BUY
$75.9 - $84.23 $32,105 - $35,629
423 Added 3.84%
11,427 $890,000
Q2 2023

Jul 14, 2023

SELL
$69.33 - $77.71 $1.19 Million - $1.33 Million
-17,117 Reduced 60.87%
11,004 $854,000
Q1 2023

May 15, 2023

BUY
$70.61 - $84.06 $25,278 - $30,093
358 Added 1.29%
28,121 $2.08 Million
Q3 2022

Oct 14, 2022

SELL
$65.42 - $79.96 $45,401 - $55,492
-694 Reduced 2.44%
27,763 $1.84 Million
Q2 2022

Aug 04, 2022

BUY
$67.93 - $81.74 $34,848 - $41,932
513 Added 1.84%
28,457 $1.95 Million
Q1 2022

Apr 21, 2022

BUY
$75.32 - $82.57 $673,812 - $738,671
8,946 Added 47.09%
27,944 $2.23 Million
Q4 2021

Feb 14, 2022

SELL
$75.12 - $83.87 $36,057 - $40,257
-480 Reduced 2.46%
18,998 $1.51 Million
Q3 2021

Nov 12, 2021

BUY
$69.46 - $77.76 $133,988 - $149,999
1,929 Added 10.99%
19,478 $1.47 Million
Q2 2021

Aug 09, 2021

BUY
$71.15 - $79.29 $1.25 Million - $1.39 Million
17,549 New
17,549 $1.33 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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