Evensky & Katz LLC AVANTIS US MID CAP VALUE ETF Transaction History

Evensky & Katz LLC

  • $1.49 Billion
  • Q1 2025
Number of Shares
103,631
Previous 4,078 2441.22%
Holding current value
$6.37 Million
Previous $266,000 2293.61%
% of portfolio
0.43%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
99,553 Added 2441.22%
103,631 $6.37 Million
Q4 2024

Feb 13, 2025
BUY
N/A
4,078 New
4,078 $266,000
Track This Portfolio

Track Evensky & Katz LLC Portfolio

Follow Evensky & Katz LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evensky & Katz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evensky & Katz LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email