Heritage Wealth Management, Inc. /Ca/ American Centy ETF Tr Avantis Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $136 Billion
  • Q2 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 12,393 shares of AVUV stock, worth $1.18 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
12,393
Previous 12,026 3.05%
Holding current value
$1.18 Million
Previous $1.13 Billion 1.33%
% of portfolio
0.82%
Previous 0.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$86.93 - $93.77 $31,903 - $34,413
367 Added 3.05%
12,393 $1.11 Billion
Q1 2024

May 06, 2024
SELL
$84.87 - $93.71 $106,257 - $117,324
-1,252 Reduced 9.43%
12,026 $1.13 Billion
Q4 2023

Feb 14, 2024
BUY
$73.38 - $91.25 $974,339 - $1.21 Million
13,278 New
13,278 $1.19 Billion

Others Institutions Holding AVUV

# of Institutions
671
Shares Held
88M
Call Options Held
14.4K
Put Options Held
4.2K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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