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 6,750 shares of AVSD stock, worth $403,582. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,750
Previous 6,780 0.44%
Holding current value
$403,582
Previous $385,000 2.86%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVSD
  • Sector ETFs
  • Industry ETFs
More about AVSD
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