Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,272 shares of AVDV stock, worth $147,498. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,272
Previous 2,513 9.59%
Holding current value
$147,498
Previous $163,000 1.84%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$62.52 - $71.12 $15,067 - $17,139
-241 Reduced 9.59%
2,272 $160,000
Q2 2024

Jul 23, 2024
SELL
$63.81 - $68.36 $78,550 - $84,151
-1,231 Reduced 32.88%
2,513 $163,000
Q1 2024

May 03, 2024
SELL
$59.95 - $65.89 $12,169 - $13,375
-203 Reduced 5.14%
3,744 $246,000
Q4 2023

Jan 26, 2024
SELL
$54.34 - $62.7 $36,788 - $42,447
-677 Reduced 14.64%
3,947 $246,000
Q3 2023

Oct 11, 2023
BUY
$56.69 - $60.91 $242,746 - $260,816
4,282 Added 1252.05%
4,624 $267,000
Q2 2023

Aug 08, 2023
BUY
$56.07 - $60.13 $19,175 - $20,564
342 New
342 $19,000

Others Institutions Holding AVDV

# of Institutions
375
Shares Held
78.4M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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