Opes Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Opes Wealth Management LLC

  • $486 Million
  • Q4 2024

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 6,595 shares of AVSD stock, worth $398,008. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,595
Previous 7,045 6.39%
Holding current value
$398,008
Previous $426,000 13.85%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
54
Shares Held
1.42M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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