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 658 shares of AVSC stock, worth $32,656. This represents 0.0% of its overall portfolio holdings.

Number of Shares
658
Previous 12,266 94.64%
Holding current value
$32,656
Previous $642,000 94.7%
% of portfolio
0.0%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

SELL
$47.8 - $52.36 $554,862 - $607,794
-11,608 Reduced 94.64%
658 $34,000
Q4 2023

Feb 09, 2024

BUY
$41.17 - $52.01 $16,426 - $20,751
399 Added 3.36%
12,266 $626,000
Q3 2023

Nov 03, 2023

BUY
$43.55 - $49.3 $25,825 - $29,234
593 Added 5.26%
11,867 $525,000
Q2 2023

Aug 04, 2023

SELL
$40.98 - $46.23 $13,523 - $15,255
-330 Reduced 2.84%
11,274 $514,000
Q1 2023

May 11, 2023

BUY
$42.29 - $49.13 $490,733 - $570,104
11,604 New
11,604 $511,000

Others Institutions Holding AVSC

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVSC
More about AVSC
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