Opes Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Opes Wealth Management LLC

$553 Million
Q2 2025

A detailed history of Opes Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Opes Wealth Management LLC holds 13,654 shares of AVSD stock, worth $929,837. This represents 0.17% of its overall portfolio holdings.

Number of Shares

13,654

Previous 11,890 14.84%

Holding current value

$929,837

Previous $713,000 29.31%

% of portfolio

0.17%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$53.85 - $67.74 $94,991 - $119,493	1,764 Added 14.84%	13,654 $922,000
Q1 2025 May 06, 2025	BUY	$54.89 - $62.11 $290,642 - $328,872	5,295 Added 80.29%	11,890 $713,000
Q4 2024 Jan 30, 2025	SELL	$55.57 - $59.89 $25,006 - $26,950	-450 Reduced 6.39%	6,595 $367,000
Q3 2024 Oct 29, 2024	BUY	$53.92 - $61.11 $15,906 - $18,027	295 Added 4.37%	7,045 $426,000
Q2 2024 Aug 05, 2024	SELL	$54.31 - $58.32 $1,629 - $1,749	-30 Reduced 0.44%	6,750 $374,000
Q1 2024 May 02, 2024	BUY	$52.01 - $57.02 $13,938 - $15,281	268 Added 4.12%	6,780 $385,000
Q4 2023 Jan 31, 2024	BUY	$46.27 - $54.0 $301,310 - $351,648	6,512 New	6,512 $350,000

Others Institutions Holding AVSD

# of Institutions

Shares Held

2.16M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

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Opes Wealth Management LLC American Centy ETF Tr Avantis Transaction History