A detailed history of Klingman & Associates, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Klingman & Associates, LLC holds 8,160 shares of AVUV stock, worth $824,812. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,160
Previous 8,135 0.31%
Holding current value
$824,812
Previous $729,000 7.27%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 01, 2024

BUY
$88.24 - $99.7 $2,206 - $2,492
25 Added 0.31%
8,160 $782,000
Q2 2024

Jul 30, 2024

BUY
$86.93 - $93.77 $2,607 - $2,813
30 Added 0.37%
8,135 $729,000
Q1 2024

May 01, 2024

BUY
$84.87 - $93.71 $1,782 - $1,967
21 Added 0.26%
8,105 $759,000
Q4 2023

Jan 29, 2024

SELL
$73.38 - $91.25 $89,156 - $110,868
-1,215 Reduced 13.07%
8,084 $725,000
Q3 2023

Oct 30, 2023

BUY
$75.9 - $84.23 $2,580 - $2,863
34 Added 0.37%
9,299 $724,000
Q2 2023

Jul 31, 2023

BUY
$69.33 - $77.71 $2,495 - $2,797
36 Added 0.39%
9,265 $719,000
Q1 2023

May 03, 2023

BUY
$70.61 - $84.06 $2,259 - $2,689
32 Added 0.35%
9,229 $683,000
Q4 2022

Feb 03, 2023

BUY
$68.43 - $80.54 $2,805 - $3,302
41 Added 0.45%
9,197 $685,000
Q3 2022

Oct 28, 2022

BUY
$65.42 - $79.96 $2,420 - $2,958
37 Added 0.41%
9,156 $606,000
Q2 2022

Jul 27, 2022

SELL
$67.93 - $81.74 $1,290 - $1,553
-19 Reduced 0.21%
9,119 $623,000
Q1 2022

May 06, 2022

BUY
$75.32 - $82.57 $1,506 - $1,651
20 Added 0.22%
9,138 $730,000
Q4 2021

Jan 31, 2022

BUY
$75.12 - $83.87 $3,455 - $3,858
46 Added 0.51%
9,118 $727,000
Q3 2021

Nov 01, 2021

BUY
$69.46 - $77.76 $694 - $777
10 Added 0.11%
9,072 $686,000
Q2 2021

Jul 27, 2021

BUY
$71.15 - $79.29 $1,138 - $1,268
16 Added 0.18%
9,062 $689,000
Q1 2021

Apr 29, 2021

BUY
$56.31 - $76.0 $1,464 - $1,976
26 Added 0.29%
9,046 $653,000
Q3 2020

Nov 03, 2020

BUY
$38.45 - $46.14 $346,819 - $416,182
9,020 New
9,020 $386,000

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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