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

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 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 1,940 shares of AVUV stock, worth $173,804. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,940
Previous 8,668 77.62%
Holding current value
$173,804
Previous $812,000 77.71%
% of portfolio
0.01%
Previous 0.07%

Shares

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

Jun 11, 2024
SELL
$84.87 - $93.71 $571,005 - $630,480
-6,728 Reduced 77.62%
1,940 $181,000
Q4 2023

Feb 09, 2024
BUY
$73.38 - $91.25 $38,304 - $47,632
522 Added 6.41%
8,668 $778,000
Q3 2023

Nov 03, 2023
BUY
$75.9 - $84.23 $22,086 - $24,510
291 Added 3.7%
8,146 $634,000
Q2 2023

Aug 04, 2023
SELL
$69.33 - $77.71 $57,405 - $64,343
-828 Reduced 9.54%
7,855 $609,000
Q1 2023

May 11, 2023
SELL
$70.61 - $84.06 $139,313 - $165,850
-1,973 Reduced 18.52%
8,683 $643,000
Q4 2022

Feb 09, 2023
BUY
$73.17 - $80.54 $11,268 - $12,403
154 Added 1.47%
10,656 $793,000
Q3 2022

Nov 07, 2022
SELL
$66.43 - $79.96 $596,342 - $717,800
-8,977 Reduced 46.09%
10,502 $695,000
Q2 2022

Aug 01, 2022
BUY
$67.93 - $81.74 $704,909 - $848,215
10,377 Added 114.01%
19,479 $1.33 Million
Q1 2022

May 25, 2022
BUY
$75.32 - $82.57 $34,873 - $38,229
463 Added 5.36%
9,102 $726,000
Q4 2021

Feb 07, 2022
BUY
$75.12 - $83.87 $648,961 - $724,552
8,639 New
8,639 $689,000

Others Institutions Holding AVUV

# of Institutions
637
Shares Held
80.7M
Call Options Held
24.4K
Put Options Held
9K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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