Elwood & Goetz Wealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q1 2025

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 555,480 shares of AVSC stock, worth $25.8 Million. This represents 6.59% of its overall portfolio holdings.

Number of Shares

555,480

Previous 564,006 1.51%

Holding current value

$25.8 Million

Previous $30.7 Million 12.31%

% of portfolio

6.59%

Previous 7.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$48.08 - $56.12 $409,930 - $478,479	-8,526 Reduced 1.51%	555,480 $26.9 Million
Q4 2024 Feb 03, 2025	BUY	$52.7 - $59.57 $1.27 Million - $1.43 Million	24,005 Added 4.45%	564,006 $30.7 Million
Q3 2024 Oct 23, 2024	BUY	$49.07 - $56.13 $1.71 Million - $1.95 Million	34,776 Added 6.88%	540,001 $29.2 Million
Q2 2024 Jul 30, 2024	BUY	$47.89 - $52.25 $2.08 Million - $2.27 Million	43,494 Added 9.42%	505,225 $25.2 Million
Q1 2024 Apr 22, 2024	BUY	$47.8 - $52.36 $934,585 - $1.02 Million	19,552 Added 4.42%	461,731 $24.2 Million
Q4 2023 Jan 18, 2024	BUY	$41.17 - $52.01 $662,589 - $837,048	16,094 Added 3.78%	442,179 $22.6 Million
Q3 2023 Oct 19, 2023	SELL	$43.55 - $49.3 $446,431 - $505,374	-10,251 Reduced 2.35%	426,085 $18.9 Million
Q2 2023 Jul 28, 2023	BUY	$40.98 - $46.23 $1.51 Million - $1.7 Million	36,741 Added 9.19%	436,336 $19.9 Million
Q1 2023 Apr 19, 2023	BUY	$42.29 - $49.13 $16.9 Million - $19.6 Million	399,595 New	399,595 $17.6 Million

Others Institutions Holding AVSC

# of Institutions

146

Shares Held

37.4M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

More about AVSC

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Elwood & Goetz Wealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History