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

Dopkins Wealth Management, LLC

  • $213 Million
  • Q2 2025

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 38,195 shares of AVUV stock, worth $3.81 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
38,195
Previous 30,550 25.02%
Holding current value
$3.81 Million
Previous $2.66 Million 30.64%
% of portfolio
1.63%
Previous 1.4%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$75.17 - $91.21 $574,674 - $697,300
7,645 Added 25.02%
38,195 $3.48 Million
Q1 2025

Apr 22, 2025
SELL
$84.95 - $100.62 $12,402 - $14,690
-146 Reduced 0.48%
30,550 $2.66 Million
Q4 2024

Feb 10, 2025
BUY
$94.37 - $106.41 $2.14 Million - $2.42 Million
22,719 Added 284.81%
30,696 $2.96 Million
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
924
Shares Held
127M
Call Options Held
29.3K
Put Options Held
16K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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