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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

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 150 shares of AVUS stock, worth $14,407. This represents 0.0% of its overall portfolio holdings.

Number of Shares

150

Previous 1,515 90.1%

Holding current value

$14,407

Previous $146,000 91.1%

% of portfolio

0.0%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$90.7 - $101.57 $123,805 - $138,643	-1,365 Reduced 90.1%	150 $13,000
Q4 2024 Feb 07, 2025	BUY	$94.36 - $102.06 $14,531 - $15,717	154 Added 11.32%	1,515 $146,000
Q3 2024 Nov 08, 2024	BUY	$86.27 - $95.15 $345 - $380	4 Added 0.29%	1,361 $129,000
Q2 2024 Aug 13, 2024	BUY	$84.59 - $90.63 $930 - $996	11 Added 0.82%	1,357 $122,000
Q1 2024 Jun 11, 2024	SELL	$79.93 - $89.5 $3.95 Million - $4.42 Million	-49,387 Reduced 97.35%	1,346 $120,000
Q4 2023 Feb 09, 2024	SELL	$69.78 - $82.0 $59,731 - $70,192	-856 Reduced 1.66%	50,733 $4.14 Million
Q3 2023 Nov 03, 2023	BUY	$72.72 - $78.49 $150,675 - $162,631	2,072 Added 4.18%	51,589 $3.78 Million
Q2 2023 Aug 04, 2023	SELL	$68.92 - $75.19 $116,474 - $127,071	-1,690 Reduced 3.3%	49,517 $3.72 Million
Q1 2023 May 11, 2023	BUY	$67.42 - $74.29 $21,776 - $23,995	323 Added 0.63%	51,207 $3.63 Million
Q4 2022 Feb 09, 2023	BUY	$63.25 - $72.69 $48,259 - $55,462	763 Added 1.52%	50,884 $3.46 Million
Q3 2022 Nov 07, 2022	BUY	$62.35 - $74.13 $212,114 - $252,190	3,402 Added 7.28%	50,121 $3.13 Million
Q2 2022 Aug 01, 2022	BUY	$63.84 - $77.62 $30,324 - $36,869	475 Added 1.03%	46,719 $3.04 Million
Q1 2022 May 25, 2022	BUY	$71.89 - $81.03 $161,033 - $181,507	2,240 Added 5.09%	46,244 $3.57 Million
Q4 2021 Feb 07, 2022	BUY	$73.89 - $80.63 $3.25 Million - $3.55 Million	44,004 New	44,004 $3.53 Million

Others Institutions Holding AVUS

# of Institutions

477

Shares Held

71.2M

Call Options Held

1.4K

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

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