Intergy Private Wealth, LLC American Centy ETF Tr Avantis Transaction History

Intergy Private Wealth, LLC

  • $240 Million
  • Q2 2024

A detailed history of Intergy Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 135,435 shares of AVDV stock, worth $9.18 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
135,435
Previous 132,282 2.38%
Holding current value
$9.18 Million
Previous $8.71 Million 0.96%
% of portfolio
3.67%
Previous 3.6%

Shares

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

Jul 15, 2024
BUY
$63.81 - $68.36 $201,192 - $215,539
3,153 Added 2.38%
135,435 $8.8 Million
Q1 2024

Apr 24, 2024
BUY
$59.95 - $65.89 $285,002 - $313,241
4,754 Added 3.73%
132,282 $8.71 Million
Q4 2023

Jan 11, 2024
BUY
$54.34 - $62.7 $331,147 - $382,093
6,094 Added 5.02%
127,528 $7.97 Million
Q3 2023

Oct 19, 2023
BUY
$56.69 - $60.91 $1.71 Million - $1.83 Million
30,105 Added 32.96%
121,434 $7.02 Million
Q2 2023

Aug 11, 2023
BUY
$56.07 - $60.13 $5.12 Million - $5.49 Million
91,329 New
91,329 $5.26 Million

Others Institutions Holding AVDV

# of Institutions
342
Shares Held
74.7M
Call Options Held
100
Put Options Held
500
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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