Great Point Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Great Point Wealth Advisors, LLC

  • $421 Million
  • Q1 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 94,575 shares of AVDE stock, worth $6 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
94,575
Previous 98,751 4.23%
Holding current value
$6 Million
Previous $5.97 Million 1.02%
% of portfolio
1.43%
Previous 1.56%

Shares

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

May 09, 2024
SELL
$58.3 - $63.83 $243,460 - $266,554
-4,176 Reduced 4.23%
94,575 $6.03 Million
Q4 2023

Jan 22, 2024
SELL
$52.98 - $60.62 $319,840 - $365,962
-6,037 Reduced 5.76%
98,751 $5.97 Million
Q3 2023

Oct 13, 2023
BUY
$55.54 - $59.61 $57,261 - $61,457
1,031 Added 0.99%
104,788 $5.83 Million
Q2 2023

Aug 02, 2023
SELL
$55.68 - $59.23 $25,000 - $26,594
-449 Reduced 0.43%
103,757 $5.96 Million
Q1 2023

May 12, 2023
SELL
$53.37 - $58.39 $458,341 - $501,453
-8,588 Reduced 7.61%
104,206 $5.94 Million
Q4 2022

Feb 07, 2023
BUY
$48.94 - $54.96 $3.51 Million - $3.94 Million
71,776 Added 174.99%
112,794 $6 Million
Q3 2022

Nov 09, 2022
SELL
$46.44 - $54.56 $1.8 Million - $2.11 Million
-38,761 Reduced 48.59%
41,018 $1.87 Million
Q2 2022

Aug 25, 2022
BUY
$50.6 - $61.08 $3.64 Million - $4.39 Million
71,909 Added 913.71%
79,779 $4.07 Million
Q1 2022

May 03, 2022
BUY
$55.3 - $64.55 $128,296 - $149,756
2,320 Added 41.8%
7,870 $475,000
Q4 2021

Feb 09, 2022
BUY
$60.93 - $65.74 $338,161 - $364,857
5,550 New
5,550 $352,000

Others Institutions Holding AVDE

# of Institutions
327
Shares Held
55.2M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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