A detailed history of Lifestyle Asset Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 141,441 shares of AVUV stock, worth $13.5 Million. This represents 7.29% of its overall portfolio holdings.

Number of Shares
141,441
Previous 148,107 4.5%
Holding current value
$13.5 Million
Previous $13.9 Billion 8.57%
% of portfolio
7.29%
Previous 8.2%

Shares

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

Jul 19, 2024

SELL
$86.93 - $93.77 $579,475 - $625,070
-6,666 Reduced 4.5%
141,441 $12.7 Billion
Q1 2024

Apr 19, 2024

SELL
$84.87 - $93.71 $1.47 Million - $1.62 Million
-17,306 Reduced 10.46%
148,107 $13.9 Billion
Q4 2023

Feb 12, 2024

BUY
$73.38 - $91.25 $12.1 Million - $15.1 Million
165,413 New
165,413 $14.9 Billion

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Lifestyle Asset Management, Inc. Portfolio

Follow Lifestyle Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifestyle Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifestyle Asset Management, Inc. with notifications on news.