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 2,723 shares of AVUS stock, worth $249,944. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,723
Previous 4,585 40.61%
Holding current value
$249,944
Previous $414 Million 36.17%
% of portfolio
0.14%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 04, 2025

SELL
$94.36 - $102.06 $175,698 - $190,035
-1,862 Reduced 40.61%
2,723 $264 Million
Q3 2024

Feb 28, 2025

SELL
$86.27 - $95.15 $27,520 - $30,352
-319 Reduced 6.46%
4,616 $439 Million
Q2 2024

Mar 04, 2025

SELL
$84.59 - $90.63 $2,622 - $2,809
-31 Reduced 0.67%
4,585 $414 Million
Q1 2024

Feb 28, 2025

SELL
$79.93 - $89.5 $60,586 - $67,841
-758 Reduced 13.31%
4,935 $442 Million
Q4 2023

Feb 28, 2025

BUY
$69.78 - $82.0 $397,257 - $466,826
5,693 New
5,693 $464 Million

Others Institutions Holding AVUS

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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.