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

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 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 2,566 shares of AVUS stock, worth $258,319. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,566
Previous 2,561 0.2%
Holding current value
$258,319
Previous $231 Million 5.71%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Nov 13, 2024
BUY
$86.27 - $95.15 $431 - $475
5 Added 0.2%
2,566 $244 Million
Q2 2024

Aug 12, 2024
SELL
$84.59 - $90.63 $12,688 - $13,594
-150 Reduced 5.53%
2,561 $231 Million
Q1 2024

May 02, 2024
BUY
$79.93 - $89.5 $55,631 - $62,292
696 Added 34.54%
2,711 $243 Million
Q4 2023

Feb 14, 2024
BUY
$69.78 - $82.0 $140,606 - $165,230
2,015 New
2,015 $164 Million

Others Institutions Holding AVUS

# of Institutions
399
Shares Held
63M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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