Kelman Lazarov, Inc. American Centy ETF Tr Avantis Transaction History

Kelman Lazarov, Inc.

$525 Million
Q3 2024

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 73,289 shares of AVDE stock, worth $4.64 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

73,289

Previous 71,917 1.91%

Holding current value

$4.64 Million

Previous $4.48 Million 9.72%

% of portfolio

0.94%

Previous 0.91%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$60.09 - $67.67 $82,443 - $92,843	1,372 Added 1.91%	73,289 $4.91 Million
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

# of Institutions

364

Shares Held

67.9M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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Kelman Lazarov, Inc. American Centy ETF Tr Avantis Transaction History