Opes Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Opes Wealth Management LLC

  • $514 Million
  • Q3 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 7,045 shares of AVSD stock, worth $401,917. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,045
Previous 6,750 4.37%
Holding current value
$401,917
Previous $374,000 13.9%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
47
Shares Held
1.36M
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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