A detailed history of Goldstein Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Goldstein Advisors, LLC holds 5,734 shares of AVDV stock, worth $381,196. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,734
Previous 118,173 95.15%
Holding current value
$381,196
Previous $7.68 Billion 94.72%
% of portfolio
0.06%
Previous 1.28%

Shares

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

Oct 24, 2024

SELL
$62.52 - $71.12 $7.03 Million - $8 Million
-112,439 Reduced 95.15%
5,734 $405 Million
Q2 2024

Jul 24, 2024

BUY
$63.81 - $68.36 $129,151 - $138,360
2,024 Added 1.74%
118,173 $7.68 Billion
Q1 2024

May 13, 2024

BUY
$59.95 - $65.89 $660,768 - $726,239
11,022 Added 10.48%
116,149 $7.65 Billion
Q3 2023

Oct 18, 2023

BUY
$56.69 - $60.91 $388,723 - $417,659
6,857 Added 6.98%
105,127 $6.08 Billion
Q2 2023

Jul 21, 2023

SELL
$56.07 - $60.13 $70,311 - $75,403
-1,254 Reduced 1.26%
98,270 $5.66 Billion
Q1 2023

May 09, 2023

BUY
$55.2 - $60.58 $105,045 - $115,283
1,903 Added 1.95%
99,524 $5.82 Billion
Q4 2022

Feb 03, 2023

BUY
$47.39 - $57.3 $4.63 Million - $5.59 Million
97,621 New
97,621 $5.4 Billion

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Goldstein Advisors, LLC Portfolio

Follow Goldstein 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 Goldstein Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Advisors, LLC with notifications on news.