A detailed history of Iag Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 17,850 shares of AVDV stock, worth $1.16 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
17,850
Previous 18,362 2.79%
Holding current value
$1.16 Million
Previous $1.19 Million 5.79%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Oct 29, 2024

SELL
$62.52 - $71.12 $32,010 - $36,413
-512 Reduced 2.79%
17,850 $1.26 Million
Q2 2024

Jul 16, 2024

SELL
$63.81 - $68.36 $111,667 - $119,630
-1,750 Reduced 8.7%
18,362 $1.19 Million
Q1 2024

Apr 24, 2024

SELL
$59.95 - $65.89 $30,694 - $33,735
-512 Reduced 2.48%
20,112 $1.32 Million
Q4 2023

Feb 02, 2024

SELL
$54.34 - $62.7 $480,419 - $554,330
-8,841 Reduced 30.01%
20,624 $1.29 Million
Q3 2023

Oct 24, 2023

SELL
$56.69 - $60.91 $214,401 - $230,361
-3,782 Reduced 11.38%
29,465 $1.7 Million
Q2 2023

Aug 10, 2023

BUY
$56.07 - $60.13 $19,007 - $20,384
339 Added 1.03%
33,247 $1.91 Million
Q1 2023

Apr 25, 2023

SELL
$55.2 - $60.58 $34,610 - $37,983
-627 Reduced 1.87%
32,908 $1.92 Million
Q4 2022

Feb 08, 2023

BUY
$47.39 - $57.3 $49,996 - $60,451
1,055 Added 3.25%
33,535 $1.86 Million
Q3 2022

Oct 26, 2022

BUY
$47.02 - $57.29 $832,301 - $1.01 Million
17,701 Added 119.77%
32,480 $1.54 Million
Q2 2022

Aug 03, 2022

SELL
$52.51 - $63.48 $502,415 - $607,376
-9,568 Reduced 39.3%
14,779 $780,000
Q1 2022

May 04, 2022

BUY
$57.89 - $66.21 $704,058 - $805,246
12,162 Added 99.81%
24,347 $1.52 Million
Q4 2021

Feb 14, 2022

BUY
$61.47 - $67.38 $572,531 - $627,577
9,314 Added 324.42%
12,185 $787,000
Q3 2021

Nov 04, 2021

BUY
$62.22 - $67.58 $61,535 - $66,836
989 Added 52.55%
2,871 $186,000
Q2 2021

Aug 04, 2021

BUY
$63.07 - $67.81 $118,697 - $127,618
1,882 New
1,882 $122,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


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