A detailed history of Geo Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geo Wealth Management, LLC holds 87,842 shares of AVDV stock, worth $5.7 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
87,842
Previous 94,172 6.72%
Holding current value
$5.7 Million
Previous $6.12 Million 1.49%
% of portfolio
0.23%
Previous 0.28%

Shares

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

Nov 12, 2024

SELL
$62.52 - $71.12 $395,751 - $450,189
-6,330 Reduced 6.72%
87,842 $6.21 Million
Q2 2024

Aug 12, 2024

BUY
$63.81 - $68.36 $1.24 Million - $1.33 Million
19,401 Added 25.95%
94,172 $6.12 Million
Q1 2024

May 15, 2024

BUY
$59.95 - $65.89 $4.48 Million - $4.93 Million
74,771 New
74,771 $4.92 Million

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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