Dopkins Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Dopkins Wealth Management, LLC

  • $158 Million
  • Q1 2024

A detailed history of Dopkins Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 16,858 shares of AVLV stock, worth $1.06 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
16,858
Previous 12,382 36.15%
Holding current value
$1.06 Million
Previous $715,000 51.47%
% of portfolio
0.68%
Previous 0.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$56.46 - $64.26 $252,714 - $287,627
4,476 Added 36.15%
16,858 $1.08 Million
Q4 2023

Jan 25, 2024
BUY
$49.96 - $58.08 $184,002 - $213,908
3,683 Added 42.34%
12,382 $715,000
Q3 2023

Nov 13, 2023
BUY
$52.22 - $56.04 $39,373 - $42,254
754 Added 9.49%
8,699 $458,000
Q2 2023

Aug 07, 2023
BUY
$49.22 - $53.35 $180,637 - $195,794
3,670 Added 85.85%
7,945 $423,000
Q1 2023

May 05, 2023
BUY
$48.59 - $54.44 $207,722 - $232,731
4,275 New
4,275 $218,000

Others Institutions Holding AVLV

# of Institutions
220
Shares Held
38.3M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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

Track Dopkins Wealth Management, LLC Portfolio

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

News

Stay updated on Dopkins Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email