A detailed history of Mattern Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mattern Wealth Management LLC holds 177,006 shares of AVSF stock, worth $8.15 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
177,006
Previous 156,984 12.75%
Holding current value
$8.15 Million
Previous $7.25 Million 15.11%
% of portfolio
1.96%
Previous 1.8%

Shares

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

Oct 21, 2024

BUY
$45.96 - $47.18 $920,211 - $944,637
20,022 Added 12.75%
177,006 $8.34 Million
Q2 2024

Jul 17, 2024

BUY
$45.72 - $46.2 $393,054 - $397,181
8,597 Added 5.79%
156,984 $7.25 Million
Q1 2024

May 13, 2024

BUY
$46.08 - $46.57 $1.26 Million - $1.27 Million
27,260 Added 22.51%
148,387 $6.87 Million
Q4 2023

Feb 12, 2024

BUY
$45.17 - $46.42 $3.92 Million - $4.02 Million
86,698 Added 251.82%
121,127 $5.62 Million
Q3 2023

Nov 01, 2023

BUY
$45.42 - $45.98 $1.56 Million - $1.58 Million
34,429 New
34,429 $1.57 Million

Others Institutions Holding AVSF

About AMERICAN CENTY ETF TR AVANTIS


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

Track Mattern Wealth Management LLC Portfolio

Follow Mattern Wealth Management 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 Mattern Wealth Management LLC, based on Form 13F filings with the SEC.

News

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