Ever Source Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Ever Source Wealth Advisors, LLC

  • $1.5 Billion
  • Q2 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 43,124 shares of AVDV stock, worth $2.89 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
43,124
Previous 40,419 6.69%
Holding current value
$2.89 Million
Previous $2.66 Million 5.22%
% of portfolio
0.19%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$63.81 - $68.36 $172,606 - $184,913
2,705 Added 6.69%
43,124 $2.8 Million
Q1 2024

Jun 11, 2024
SELL
$59.95 - $65.89 $217,858 - $239,444
-3,634 Reduced 8.25%
40,419 $2.66 Million
Q4 2023

Feb 09, 2024
BUY
$54.34 - $62.7 $180,734 - $208,540
3,326 Added 8.17%
44,053 $2.75 Million
Q3 2023

Nov 03, 2023
BUY
$56.69 - $60.91 $175,625 - $188,699
3,098 Added 8.23%
40,727 $2.36 Million
Q2 2023

Aug 04, 2023
SELL
$56.07 - $60.13 $25,063 - $26,878
-447 Reduced 1.17%
37,629 $2.17 Million
Q1 2023

May 11, 2023
SELL
$55.2 - $60.58 $26,054 - $28,593
-472 Reduced 1.22%
38,076 $2.23 Million
Q4 2022

Feb 09, 2023
BUY
$47.39 - $57.3 $824,159 - $996,504
17,391 Added 82.2%
38,548 $2.13 Million
Q3 2022

Nov 07, 2022
SELL
$47.02 - $57.29 $16,645 - $20,280
-354 Reduced 1.65%
21,157 $1.01 Million
Q2 2022

Aug 01, 2022
BUY
$52.51 - $63.48 $141,514 - $171,078
2,695 Added 14.32%
21,511 $1.14 Million
Q1 2022

May 25, 2022
BUY
$57.89 - $66.21 $783,425 - $896,019
13,533 Added 256.16%
18,816 $1.18 Million
Q4 2021

Feb 07, 2022
BUY
$61.47 - $67.38 $324,746 - $355,968
5,283 New
5,283 $341,000

Others Institutions Holding AVDV

# of Institutions
358
Shares Held
75.8M
Call Options Held
100
Put Options Held
500
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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