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 109,026 shares of AVUV stock, worth $10.6 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
109,026
Previous 125,702 13.27%
Holding current value
$10.6 Million
Previous $11.3 Million 7.24%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Nov 14, 2024
SELL
$88.24 - $99.7 $1.47 Million - $1.66 Million
-16,676 Reduced 13.27%
109,026 $10.5 Million
Q2 2024

Aug 19, 2024
SELL
$86.93 - $93.77 $371,104 - $400,304
-4,269 Reduced 3.28%
125,702 $11.3 Million
Q1 2024

May 14, 2024
SELL
$84.87 - $93.71 $88,519 - $97,739
-1,043 Reduced 0.8%
129,971 $12.2 Million
Q4 2023

Feb 28, 2024
SELL
$73.38 - $91.25 $36,616 - $45,533
-499 Reduced 0.38%
131,014 $11.8 Million
Q3 2023

Nov 22, 2023
SELL
$75.9 - $84.23 $165 Million - $183 Million
-2,168,487 Reduced 94.28%
131,513 $10.3 Million
Q2 2023

Aug 14, 2023
BUY
$69.33 - $77.71 $150 Million - $168 Million
2,161,792 Added 1564.16%
2,300,000 $179 Million
Q1 2023

Jun 05, 2023
SELL
$70.61 - $84.06 $1.3 Million - $1.55 Million
-18,404 Reduced 11.75%
138,208 $10.2 Million
Q4 2022

Jun 12, 2023
BUY
$68.43 - $80.54 $564,000 - $663,810
8,242 Added 5.96%
146,450 $10.9 Million
Q3 2022

Dec 02, 2022
SELL
$65.42 - $79.96 $186,708 - $228,205
-2,854 Reduced 1.79%
156,612 $10.4 Million
Q2 2022

Aug 11, 2022
SELL
$67.93 - $81.74 $1.5 Million - $1.8 Million
-22,057 Reduced 12.15%
159,466 $10.9 Million
Q1 2022

May 20, 2022
SELL
$75.32 - $82.57 $219,407 - $240,526
-2,913 Reduced 1.58%
181,523 $14.5 Million
Q4 2021

Feb 17, 2022
BUY
$75.12 - $83.87 $13.9 Million - $15.5 Million
184,436 New
184,436 $14.7 Million

Others Institutions Holding AVUV

# of Institutions
735
Shares Held
99M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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