Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 3,960 shares of AVDE stock, worth $246,114. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,960
Previous 4,751 16.65%
Holding current value
$246,114
Previous $295,000 10.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 31, 2024
SELL
$60.09 - $67.67 $47,531 - $53,526
-791 Reduced 16.65%
3,960 $265,000
Q2 2024

Jul 16, 2024
SELL
$61.17 - $65.29 $113,164 - $120,786
-1,850 Reduced 28.03%
4,751 $295,000
Q1 2024

May 06, 2024
BUY
$58.3 - $63.83 $37,195 - $40,723
638 Added 10.7%
6,601 $420,000
Q4 2023

Feb 07, 2024
BUY
$52.98 - $60.62 $18,119 - $20,732
342 Added 6.08%
5,963 $360,000
Q3 2023

Nov 13, 2023
BUY
$55.54 - $59.61 $312,190 - $335,067
5,621 New
5,621 $312,000

Others Institutions Holding AVDE

# of Institutions
365
Shares Held
66.9M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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