Nova R Wealth, Inc. American Centy ETF Tr Avantis Transaction History

Nova R Wealth, Inc.

$190 Million
Q4 2024

A detailed history of Nova R Wealth, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Nova R Wealth, Inc. holds 24,124 shares of AVDE stock, worth $1.58 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

24,124

Previous 23,806 1.34%

Holding current value

$1.58 Million

Previous $1.6 Million 7.21%

% of portfolio

0.78%

Previous 0.82%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$60.9 - $66.69 $19,366 - $21,207	318 Added 1.34%	24,124 $1.48 Million
Q3 2024 Oct 15, 2024	SELL	$60.09 - $67.67 $5,588 - $6,293	-93 Reduced 0.39%	23,806 $1.6 Million
Q2 2024 Jul 18, 2024	BUY	$61.17 - $65.29 $26,486 - $28,270	433 Added 1.85%	23,899 $1.49 Million
Q1 2024 Apr 12, 2024	BUY	$58.3 - $63.83 $566,326 - $620,044	9,714 Added 70.64%	23,466 $1.5 Million
Q4 2023 Jan 19, 2024	BUY	$52.98 - $60.62 $13,880 - $15,882	262 Added 1.94%	13,752 $831,000
Q3 2023 Oct 18, 2023	SELL	$55.54 - $59.61 $2,221 - $2,384	-40 Reduced 0.3%	13,490 $750,000
Q2 2023 Jul 27, 2023	BUY	$55.68 - $59.23 $21,826 - $23,218	392 Added 2.98%	13,530 $776,000
Q1 2023 Apr 17, 2023	BUY	$53.37 - $58.39 $32,182 - $35,209	603 Added 4.81%	13,138 $749,000
Q4 2022 Jan 31, 2023	SELL	$45.5 - $54.96 $136,318 - $164,660	-2,996 Reduced 19.29%	12,535 $666,000
Q3 2022 Oct 25, 2022	BUY	$45.36 - $54.56 $704,486 - $847,371	15,531 New	15,531 $709,000

Others Institutions Holding AVDE

# of Institutions

436

Shares Held

82.1M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nova R Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nova R Wealth, Inc. with notifications on news.

Account