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

Orgel Wealth Management, LLC

  • $3.69 Billion
  • Q4 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 3,942 shares of AVUV stock, worth $370,193. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,942
Previous 4,492 12.24%
Holding current value
$370,193
Previous $431,000 11.83%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
828
Shares Held
110M
Call Options Held
7.5K
Put Options Held
13K
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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