A detailed history of Kelman Lazarov, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 71,917 shares of AVDE stock, worth $4.68 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
71,917
Previous 71,720 0.27%
Holding current value
$4.68 Million
Previous $4.57 Million 2.06%
% of portfolio
0.91%
Previous 0.95%

Shares

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

Aug 12, 2024

BUY
$61.17 - $65.29 $12,050 - $12,862
197 Added 0.27%
71,917 $4.48 Million
Q1 2024

May 09, 2024

BUY
$58.3 - $63.83 $40,984 - $44,872
703 Added 0.99%
71,720 $4.57 Million
Q4 2023

Feb 01, 2024

BUY
$52.98 - $60.62 $477,985 - $546,913
9,022 Added 14.55%
71,017 $4.29 Million
Q3 2023

Oct 30, 2023

SELL
$55.54 - $59.61 $187,614 - $201,362
-3,378 Reduced 5.17%
61,995 $3.45 Million
Q2 2023

Aug 04, 2023

BUY
$55.68 - $59.23 $93,598 - $99,565
1,681 Added 2.64%
65,373 $3.75 Million
Q1 2023

May 04, 2023

BUY
$53.37 - $58.39 $277,257 - $303,336
5,195 Added 8.88%
63,692 $3.63 Million
Q4 2022

Feb 06, 2023

BUY
$45.5 - $54.96 $2.66 Million - $3.21 Million
58,497 New
58,497 $3.11 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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