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

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 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 167 shares of AVRE stock, worth $6,962. This represents 0.0% of its overall portfolio holdings.

Number of Shares
167
Previous 167 -0.0%
Holding current value
$6,962
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2024
BUY
$38.89 - $42.05 $427 - $462
11 Added 7.05%
167 $6,000
Q1 2024

Jun 11, 2024
SELL
$40.52 - $43.42 $206,327 - $221,094
-5,092 Reduced 97.03%
156 $6,000
Q4 2023

Feb 09, 2024
BUY
$35.51 - $43.68 $1,597 - $1,965
45 Added 0.86%
5,248 $227,000
Q3 2023

Nov 03, 2023
BUY
$37.14 - $42.66 $9,507 - $10,920
256 Added 5.17%
5,203 $195,000
Q2 2023

Aug 04, 2023
SELL
$39.41 - $41.99 $5,950 - $6,340
-151 Reduced 2.96%
4,947 $202,000
Q1 2023

May 11, 2023
BUY
$39.04 - $45.85 $199,025 - $233,743
5,098 New
5,098 $211,000

Others Institutions Holding AVRE

# of Institutions
116
Shares Held
9.04M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
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