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 65,773 shares of AVDV stock, worth $4.29 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares
65,773
Previous 65,999 0.34%
Holding current value
$4.29 Million
Previous $4.12 Billion 5.03%
% of portfolio
3.77%
Previous 3.78%

Shares

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

May 02, 2024

SELL
$59.95 - $65.89 $13,548 - $14,891
-226 Reduced 0.34%
65,773 $4.33 Billion
Q4 2023

Feb 14, 2024

BUY
$54.34 - $62.7 $3.59 Million - $4.14 Million
65,999 New
65,999 $4.12 Billion

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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.