A detailed history of My Personal Cfo, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, My Personal Cfo, LLC holds 128,159 shares of AVUS stock, worth $12.7 Million. This represents 7.11% of its overall portfolio holdings.

Number of Shares
128,159
Previous 109,329 17.22%
Holding current value
$12.7 Million
Previous $9.86 Million 23.67%
% of portfolio
7.11%
Previous 5.62%

Shares

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

Oct 21, 2024

BUY
$86.27 - $95.15 $1.62 Million - $1.79 Million
18,830 Added 17.22%
128,159 $12.2 Million
Q2 2024

Jul 25, 2024

BUY
$84.59 - $90.63 $759,449 - $813,676
8,978 Added 8.95%
109,329 $9.86 Million
Q1 2024

Apr 24, 2024

BUY
$79.93 - $89.5 $1.06 Million - $1.19 Million
13,286 Added 15.26%
100,351 $8.98 Million
Q4 2023

Jan 22, 2024

BUY
$69.78 - $82.0 $560,124 - $658,214
8,027 Added 10.16%
87,065 $7.1 Million
Q3 2023

Nov 06, 2023

BUY
$72.72 - $78.49 $394,869 - $426,200
5,430 Added 7.38%
79,038 $5.79 Million
Q2 2023

Jul 12, 2023

BUY
$68.92 - $75.19 $648,123 - $707,086
9,404 Added 14.65%
73,608 $5.53 Million
Q1 2023

Apr 21, 2023

BUY
$67.42 - $74.29 $3.51 Million - $3.87 Million
52,080 Added 429.56%
64,204 $4.55 Million
Q4 2022

Jan 11, 2023

BUY
$63.25 - $72.69 $766,843 - $881,293
12,124 New
12,124 $0

Others Institutions Holding AVUS

About AMERICAN CENTY ETF TR AVANTIS


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

Track My Personal Cfo, LLC Portfolio

Follow My Personal Cfo, 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 My Personal Cfo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Personal Cfo, LLC with notifications on news.