Liberty Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,624 shares of AVDV stock, worth $242,518. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,624

Previous 3,624 -0.0%

Holding current value

$242,518

Previous $235,000 8.94%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$63.81 - $68.36 $4,083 - $4,375	64 Added 1.8%	3,624 $235,000
Q4 2023 Feb 08, 2024	BUY	$54.34 - $62.7 $2,771 - $3,197	51 Added 1.45%	3,560 $222,000
Q2 2023 Aug 10, 2023	BUY	$56.07 - $60.13 $3,924 - $4,209	70 Added 2.04%	3,509 $201,000
Q1 2023 May 03, 2023	BUY	$55.2 - $60.58 $189,832 - $208,334	3,439 New	3,439 $201,000
Q2 2022 Aug 15, 2022	SELL	$52.51 - $63.48 $174,753 - $211,261	-3,328 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$61.47 - $67.38 $3,012 - $3,301	49 Added 1.49%	3,328 $214,000
Q2 2021 Aug 13, 2021	SELL	$63.07 - $67.81 $13.2 Million - $14.2 Million	-208,971 Reduced 98.46%	3,279 $212,000
Q2 2021 Aug 13, 2021	BUY	$63.07 - $67.81 $13.4 Million - $14.4 Million	212,250 New	212,250 $3.28 Million

Others Institutions Holding AVDV

# of Institutions

374

Shares Held

78.3M

Call Options Held

Put Options Held

200

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC American Centy ETF Tr Avantis Transaction History