A detailed history of Iht Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iht Wealth Management, LLC holds 17,416 shares of AVSC stock, worth $1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,416
Previous 17,521 0.6%
Holding current value
$1 Million
Previous $874,000 7.55%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$49.07 - $56.13 $5,152 - $5,893
-105 Reduced 0.6%
17,416 $940,000
Q2 2024

Aug 14, 2024

BUY
$47.89 - $52.25 $10,918 - $11,913
228 Added 1.32%
17,521 $874,000
Q1 2024

May 15, 2024

BUY
$47.8 - $52.36 $29,110 - $31,887
609 Added 3.65%
17,293 $905,000
Q4 2023

Feb 14, 2024

BUY
$41.17 - $52.01 $686,880 - $867,734
16,684 New
16,684 $851,000

Others Institutions Holding AVSC

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVSC
More about AVSC
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.