A detailed history of Lutz Financial Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lutz Financial Services LLC holds 65,503 shares of AVUV stock, worth $6.62 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
65,503
Previous 63,171 3.69%
Holding current value
$6.62 Million
Previous $5.67 Million 10.91%
% of portfolio
0.51%
Previous 0.49%

Shares

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

Oct 29, 2024

BUY
$88.24 - $99.7 $205,775 - $232,500
2,332 Added 3.69%
65,503 $6.29 Million
Q2 2024

Jul 29, 2024

BUY
$86.93 - $93.77 $76,933 - $82,986
885 Added 1.42%
63,171 $5.67 Million
Q1 2024

May 03, 2024

BUY
$84.87 - $93.71 $97,006 - $107,110
1,143 Added 1.87%
62,286 $5.84 Million
Q4 2023

Feb 07, 2024

BUY
$73.38 - $91.25 $993,491 - $1.24 Million
13,539 Added 28.44%
61,143 $5.49 Million
Q3 2023

Nov 03, 2023

BUY
$75.9 - $84.23 $556,119 - $617,153
7,327 Added 18.19%
47,604 $3.71 Million
Q2 2023

Aug 07, 2023

BUY
$69.33 - $77.71 $228,511 - $256,132
3,296 Added 8.91%
40,277 $3.13 Million
Q1 2023

May 01, 2023

BUY
$70.61 - $84.06 $604,068 - $719,133
8,555 Added 30.1%
36,981 $2.74 Million
Q4 2022

Feb 06, 2023

BUY
$68.43 - $80.54 $711,124 - $836,971
10,392 Added 57.62%
28,426 $2.12 Million
Q3 2022

Oct 21, 2022

BUY
$65.42 - $79.96 $1.18 Million - $1.44 Million
18,034 New
18,034 $1.19 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


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

Track Lutz Financial Services LLC Portfolio

Follow Lutz Financial Services LLC 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 Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.