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

Dopkins Wealth Management, LLC

$120 Million
Q3 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 7,977 shares of AVUV stock, worth $778,714. This represents 0.64% of its overall portfolio holdings.

Number of Shares

7,977

Previous 21,339 62.62%

Holding current value

$778,714

Previous $1.91 Million 60.03%

% of portfolio

0.64%

Previous 1.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$88.24 - $99.7 $1.18 Million - $1.33 Million	-13,362 Reduced 62.62%	7,977 $765,000
Q2 2024 Jul 30, 2024	BUY	$86.93 - $93.77 $364,845 - $393,552	4,197 Added 24.48%	21,339 $1.91 Million
Q1 2024 May 03, 2024	BUY	$84.87 - $93.71 $427,405 - $471,923	5,036 Added 41.6%	17,142 $1.61 Million
Q4 2023 Jan 25, 2024	BUY	$73.38 - $91.25 $240,392 - $298,935	3,276 Added 37.1%	12,106 $1.09 Million
Q3 2023 Nov 13, 2023	BUY	$75.9 - $84.23 $134,798 - $149,592	1,776 Added 25.18%	8,830 $688,000
Q2 2023 Aug 07, 2023	BUY	$69.33 - $77.71 $93,248 - $104,519	1,345 Added 23.56%	7,054 $547,000
Q1 2023 May 05, 2023	BUY	$70.61 - $84.06 $211,053 - $251,255	2,989 Added 109.89%	5,709 $422,000
Q4 2022 Feb 07, 2023	BUY	$68.43 - $80.54 $186,129 - $219,068	2,720 New	2,720 $202,000

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