Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 32,262 shares of AVDE stock, worth $2.11 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
32,262
Previous 25,858 24.77%
Holding current value
$2.11 Million
Previous $1.65 Billion 21.87%
% of portfolio
1.21%
Previous 1.07%

Shares

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

Aug 01, 2024
BUY
$61.17 - $65.29 $391,732 - $418,117
6,404 Added 24.77%
32,262 $2.01 Billion
Q1 2024

Apr 29, 2024
BUY
$58.3 - $63.83 $245,384 - $268,660
4,209 Added 19.44%
25,858 $1.65 Billion
Q4 2023

Feb 14, 2024
BUY
$52.98 - $60.62 $1.15 Million - $1.31 Million
21,649 New
21,649 $1.31 Billion

Others Institutions Holding AVDE

# of Institutions
344
Shares Held
66.5M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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