Orgel Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Orgel Wealth Management, LLC

$3.62 Billion
Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 3,132 shares of AVUV stock, worth $276,900. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,132

Previous 3,942 20.55%

Holding current value

$276,900

Previous $380,000 28.42%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$84.95 - $100.62 $68,809 - $81,502	-810 Reduced 20.55%	3,132 $272,000
Q4 2024 Jan 15, 2025	SELL	$94.37 - $106.41 $51,903 - $58,525	-550 Reduced 12.24%	3,942 $380,000
Q3 2024 Oct 17, 2024	SELL	$88.24 - $99.7 $14,471 - $16,350	-164 Reduced 3.52%	4,492 $431,000
Q1 2024 Apr 15, 2024	SELL	$84.87 - $93.71 $3,394 - $3,748	-40 Reduced 0.85%	4,656 $436,000
Q4 2023 Jan 11, 2024	SELL	$73.38 - $91.25 $139,788 - $173,831	-1,905 Reduced 28.86%	4,696 $421,000
Q2 2023 Jul 10, 2023	SELL	$69.33 - $77.71 $75,292 - $84,393	-1,086 Reduced 14.13%	6,601 $512,000
Q4 2022 Jan 17, 2023	BUY	$68.43 - $80.54 $526,021 - $619,110	7,687 New	7,687 $0

Others Institutions Holding AVUV

# of Institutions

865

Shares Held

120M

Call Options Held

20.2K

Put Options Held

10.8K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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Orgel Wealth Management, LLC American Centy ETF Tr Avantis Transaction History