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

Orgel Wealth Management, LLC

  • $3.85 Billion
  • Q3 2024

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 4,492 shares of AVUV stock, worth $431,726. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,492
Previous 4,656 3.52%
Holding current value
$431,726
Previous $417,000 3.36%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
735
Shares Held
99M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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