Ml & R Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024

A detailed history of Ml & R Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 54,863 shares of AVUS stock, worth $5.69 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
54,863
Previous 85,469 35.81%
Holding current value
$5.69 Million
Previous $6.97 Million 29.55%
% of portfolio
1.13%
Previous 1.58%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$79.93 - $89.5 $2.45 Million - $2.74 Million
-30,606 Reduced 35.81%
54,863 $4.91 Million
Q4 2023

Feb 09, 2024
BUY
$69.78 - $82.0 $135,024 - $158,670
1,935 Added 2.32%
85,469 $6.97 Million
Q3 2023

Nov 02, 2023
SELL
$72.72 - $78.49 $517,693 - $558,770
-7,119 Reduced 7.85%
83,534 $6.12 Million
Q2 2023

Aug 08, 2023
SELL
$68.92 - $75.19 $2.2 Million - $2.4 Million
-31,885 Reduced 26.02%
90,653 $6.82 Million
Q1 2023

May 05, 2023
BUY
$67.42 - $74.29 $248,982 - $274,352
3,693 Added 3.11%
122,538 $8.69 Million
Q4 2022

Feb 06, 2023
BUY
$63.25 - $72.69 $307,964 - $353,927
4,869 Added 4.27%
118,845 $8.08 Million
Q3 2022

Oct 26, 2022
BUY
$62.35 - $74.13 $2.49 Million - $2.96 Million
39,916 Added 53.9%
113,976 $7.11 Million
Q2 2022

Jul 25, 2022
BUY
$63.84 - $77.62 $1.92 Million - $2.33 Million
30,030 Added 68.2%
74,060 $4.82 Million
Q1 2022

Apr 18, 2022
BUY
$71.89 - $81.03 $2.37 Million - $2.67 Million
32,979 Added 298.43%
44,030 $3.4 Million
Q4 2021

Feb 02, 2022
BUY
$73.89 - $80.63 $816,558 - $891,042
11,051 New
11,051 $886,000

Others Institutions Holding AVUS

# of Institutions
498
Shares Held
77.5M
Call Options Held
1.4K
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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