A detailed history of Journey Strategic Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 17,090 shares of AVSU stock, worth $1.14 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,090
Previous 16,298 4.86%
Holding current value
$1.14 Million
Previous $1.01 Million 10.83%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$59.01 - $65.3 $46,735 - $51,717
792 Added 4.86%
17,090 $1.12 Million
Q2 2024

Aug 14, 2024

BUY
$57.39 - $62.24 $147,090 - $159,521
2,563 Added 18.66%
16,298 $1.01 Million
Q1 2024

May 13, 2024

SELL
$54.96 - $61.43 $405,934 - $453,721
-7,386 Reduced 34.97%
13,735 $843,000
Q4 2023

Feb 09, 2024

SELL
$47.19 - $56.42 $70,407 - $84,178
-1,492 Reduced 6.6%
21,121 $1.19 Million
Q3 2023

Nov 08, 2023

BUY
$49.19 - $53.54 $31,137 - $33,890
633 Added 2.88%
22,613 $1.12 Million
Q2 2023

Aug 14, 2023

BUY
$47.09 - $51.63 $210,351 - $230,631
4,467 Added 25.51%
21,980 $1.13 Million
Q1 2023

May 11, 2023

BUY
$45.67 - $50.71 $62,385 - $69,269
1,366 Added 8.46%
17,513 $845,000
Q4 2022

Feb 14, 2023

BUY
$42.63 - $48.93 $688,346 - $790,072
16,147 New
16,147 $738,000

Others Institutions Holding AVSU

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVSU
  • Sector ETFs
  • Industry ETFs
More about AVSU
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