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

Elwood & Goetz Wealth Advisory Group, LLC

$402 Million
Q3 2024

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 540,001 shares of AVSC stock, worth $30.8 Million. This represents 7.25% of its overall portfolio holdings.

Number of Shares

540,001

Previous 505,225 6.88%

Holding current value

$30.8 Million

Previous $25.2 Million 15.69%

% of portfolio

7.25%

Previous 7.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

128

Shares Held

22.6M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

More about AVSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.

Account

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