A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 575 shares of AVDE stock, worth $36,225. This represents 0.03% of its overall portfolio holdings.

Number of Shares
575
Previous 570 0.88%
Holding current value
$36,225
Previous $35.5 Million 8.61%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$60.09 - $67.67 $300 - $338
5 Added 0.88%
575 $38.5 Million
Q2 2024

Aug 12, 2024

BUY
$61.17 - $65.29 $1,162 - $1,240
19 Added 3.45%
570 $35.5 Million
Q1 2024

May 02, 2024

SELL
$58.3 - $63.83 $233 - $255
-4 Reduced 0.72%
551 $35.1 Million
Q4 2023

Feb 14, 2024

BUY
$52.98 - $60.62 $29,403 - $33,644
555 New
555 $33.5 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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