Creative Planning American Centy ETF Tr Avantis Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 28,269 shares of AVRE stock, worth $1.23 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

28,269

Previous 27,825 1.6%

Holding current value

$1.23 Million

Previous $1.31 Million 9.61%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$41.03 - $46.91 $18,217 - $20,828	444 Added 1.6%	28,269 $1.19 Million
Q3 2024 Oct 11, 2024	BUY	$40.95 - $48.28 $87,469 - $103,126	2,136 Added 8.31%	27,825 $1.31 Million
Q2 2024 Aug 15, 2024	BUY	$38.89 - $42.05 $16,644 - $17,997	428 Added 1.69%	25,689 $1.06 Million
Q1 2024 May 10, 2024	BUY	$40.52 - $43.42 $58,632 - $62,828	1,447 Added 6.08%	25,261 $1.07 Million
Q4 2023 Feb 14, 2024	BUY	$35.51 - $43.68 $22,193 - $27,300	625 Added 2.7%	23,814 $1.03 Million
Q3 2023 Nov 16, 2023	SELL	$37.14 - $42.66 $1,337 - $1,535	-36 Reduced 0.16%	23,189 $871,000
Q2 2023 Jul 21, 2023	SELL	$39.41 - $41.99 $125,166 - $133,360	-3,176 Reduced 12.03%	23,225 $950,000
Q1 2023 May 15, 2023	BUY	$39.04 - $45.85 $1.03 Million - $1.21 Million	26,401 New	26,401 $1.09 Million

Others Institutions Holding AVRE

# of Institutions

124

Shares Held

9.73M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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Creative Planning American Centy ETF Tr Avantis Transaction History