Delap Wealth Advisory, LLC American Centy ETF Tr Avantis Transaction History

Delap Wealth Advisory, LLC

$247 Billion
Q1 2024

A detailed history of Delap Wealth Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 81,168 shares of AVDV stock, worth $5.29 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

81,168

Previous 73,080 11.07%

Holding current value

$5.29 Million

Previous $4.57 Billion 17.06%

% of portfolio

2.16%

Previous 2.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$59.95 - $65.89 $484,875 - $532,918	8,088 Added 11.07%	81,168 $5.35 Billion
Q4 2023 Feb 14, 2024	BUY	$54.34 - $62.7 $3.5 Million - $4.04 Million	64,407 Added 742.62%	73,080 $4.57 Billion
Q3 2023 Nov 13, 2023	SELL	$56.69 - $60.91 $72,052 - $77,416	-1,271 Reduced 12.78%	8,673 $502 Million
Q2 2023 Aug 08, 2023	SELL	$56.07 - $60.13 $978,197 - $1.05 Million	-17,446 Reduced 63.69%	9,944 $572 Million
Q1 2023 May 15, 2023	BUY	$55.2 - $60.58 $120,722 - $132,488	2,187 Added 8.68%	27,390 $1.6 Billion

Q4 2022 Feb 13, 2023	BUY	$49.88 - $57.3 $1.26 Million - $1.44 Million	25,203 New	25,203 $1.39 Billion

Others Institutions Holding AVDV

# of Institutions

335

Shares Held

70.1M

Call Options Held

1.1K

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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Delap Wealth Advisory, LLC American Centy ETF Tr Avantis Transaction History