Ep Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 26,105 shares of AVDV stock, worth $1.72 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,105
Previous 26,282 0.67%
Holding current value
$1.72 Million
Previous $1.71 Million 8.03%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024
SELL
$62.52 - $71.12 $11,066 - $12,588
-177 Reduced 0.67%
26,105 $1.84 Million
Q2 2024

Aug 19, 2024
SELL
$63.81 - $68.36 $165,267 - $177,052
-2,590 Reduced 8.97%
26,282 $1.71 Million
Q1 2024

May 14, 2024
SELL
$59.95 - $65.89 $121,758 - $133,822
-2,031 Reduced 6.57%
28,872 $1.9 Million
Q4 2023

Feb 28, 2024
BUY
$54.34 - $62.7 $120,689 - $139,256
2,221 Added 7.74%
30,903 $1.93 Million
Q3 2023

Nov 22, 2023
SELL
$56.69 - $60.91 $2.25 Million - $2.42 Million
-39,756 Reduced 58.09%
28,682 $1.66 Million
Q2 2023

Aug 14, 2023
BUY
$56.07 - $60.13 $2.01 Million - $2.15 Million
35,795 Added 109.66%
68,438 $3.94 Million
Q1 2023

Jun 05, 2023
SELL
$55.2 - $60.58 $1.03 Million - $1.14 Million
-18,749 Reduced 36.48%
32,643 $1.91 Million
Q4 2022

Jun 12, 2023
BUY
$47.39 - $57.3 $299,836 - $362,537
6,327 Added 19.38%
38,970 $2.16 Million
Q3 2022

Dec 02, 2022
SELL
$47.02 - $57.29 $131,985 - $160,813
-2,807 Reduced 5.18%
51,392 $2.44 Million
Q2 2022

Aug 11, 2022
SELL
$52.51 - $63.48 $513,757 - $621,088
-9,784 Reduced 15.29%
54,199 $2.86 Million
Q1 2022

May 20, 2022
SELL
$57.89 - $66.21 $284,818 - $325,753
-4,920 Reduced 7.14%
63,983 $4 Million
Q4 2021

Feb 17, 2022
BUY
$61.47 - $67.38 $4.24 Million - $4.64 Million
68,903 New
68,903 $4.45 Million

Others Institutions Holding AVDV

# of Institutions
383
Shares Held
81M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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