Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Dogwood Wealth Management LLC

  • $190 Billion
  • Q1 2025

A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 171 shares of AVRE stock, worth $7,390. This represents 0.0% of its overall portfolio holdings.

Number of Shares
171
Previous 195 12.31%
Holding current value
$7,390
Previous $8.17 Million 10.02%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$40.62 - $44.31 $974 - $1,063
-24 Reduced 12.31%
171 $7.36 Million
Q4 2024

Mar 04, 2025
SELL
$41.03 - $46.91 $32,618 - $37,293
-795 Reduced 80.3%
195 $8.17 Million
Q3 2024

Feb 28, 2025
SELL
$40.95 - $48.28 $532 - $627
-13 Reduced 1.26%
1,022 $48.2 Million
Q2 2024

Mar 04, 2025
SELL
$38.89 - $42.05 $1,244 - $1,345
-32 Reduced 3.13%
990 $40.8 Million
Q1 2024

Feb 28, 2025
SELL
$40.52 - $43.42 $12,804 - $13,720
-316 Reduced 23.39%
1,035 $43.8 Million
Q4 2023

Feb 28, 2025
BUY
$35.51 - $43.68 $47,974 - $59,011
1,351 New
1,351 $58.5 Million

Others Institutions Holding AVRE

# of Institutions
142
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC 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 Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email