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

Orgel Wealth Management, LLC

  • $3.58 Billion
  • Q2 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 4,656 shares of AVUV stock, worth $444,927. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,656
Previous 4,656 -0.0%
Holding current value
$444,927
Previous $436,000 4.36%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
671
Shares Held
88M
Call Options Held
14.4K
Put Options Held
4.2K
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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