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 14,279 shares of AVUV stock, worth $1.39 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,279
Previous 1,403 917.75%
Holding current value
$1.39 Million
Previous $125,000 996.0%
% of portfolio
0.09%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$88.24 - $99.7 $1.14 Million - $1.28 Million
12,876 Added 917.75%
14,279 $1.37 Million
Q2 2024

Aug 13, 2024
SELL
$86.93 - $93.77 $46,681 - $50,354
-537 Reduced 27.68%
1,403 $125,000
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
$68.43 - $80.54 $10,538 - $12,403
154 Added 1.47%
10,656 $793,000
Q3 2022

Nov 07, 2022
SELL
$65.42 - $79.96 $587,275 - $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
735
Shares Held
99M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email