Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 2024

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 603 shares of AVDE stock, worth $41,221. This represents 0.03% of its overall portfolio holdings.

Number of Shares
603
Previous 575 4.87%
Holding current value
$41,221
Previous $38.5 Million 3.99%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 11, 2025
BUY
$60.9 - $66.69 $1,705 - $1,867
28 Added 4.87%
603 $37 Million
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

# of Institutions
430
Shares Held
81.6M
Call Options Held
800
Put Options Held
1.6K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc 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 Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email