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

Delap Wealth Advisory, LLC

$158 Billion
Q3 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 18,338 shares of AVUV stock, worth $1.76 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

18,338

Previous 37,270 50.8%

Holding current value

$1.76 Million

Previous $3.34 Billion 47.38%

% of portfolio

1.11%

Previous 1.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$88.24 - $99.7 $1.67 Million - $1.89 Million	-18,932 Reduced 50.8%	18,338 $1.76 Billion
Q2 2024 Aug 13, 2024	BUY	$86.93 - $93.77 $1.62 Million - $1.75 Million	18,644 Added 100.1%	37,270 $3.34 Billion
Q1 2024 May 14, 2024	BUY	$84.87 - $93.71 $41,246 - $45,543	486 Added 2.68%	18,626 $1.75 Billion
Q4 2023 Feb 14, 2024	BUY	$73.38 - $91.25 $153,877 - $191,351	2,097 Added 13.07%	18,140 $1.63 Billion
Q3 2023 Nov 13, 2023	SELL	$75.9 - $84.23 $37,950 - $42,115	-500 Reduced 3.02%	16,043 $1.25 Billion
Q2 2023 Aug 08, 2023	BUY	$69.33 - $77.71 $781,626 - $876,102	11,274 Added 213.97%	16,543 $1.28 Billion
Q1 2023 May 15, 2023	SELL	$70.61 - $84.06 $51,615 - $61,447	-731 Reduced 12.18%	5,269 $390 Million
Q4 2022 Feb 13, 2023	BUY	$68.43 - $80.54 $410,580 - $483,240	6,000 New	6,000 $447 Million

Others Institutions Holding AVUV

# of Institutions

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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