A detailed history of Parkworth Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 20,214 shares of AVRE stock, worth $892,650. This represents 0.69% of its overall portfolio holdings.

Number of Shares
20,214
Previous 19,720 2.51%
Holding current value
$892,650
Previous $827 Million 5.18%
% of portfolio
0.69%
Previous 0.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025

BUY
$40.62 - $44.31 $20,066 - $21,889
494 Added 2.51%
20,214 $869 Million
Q4 2024

Feb 07, 2025

BUY
$41.03 - $46.91 $809,111 - $925,065
19,720 New
19,720 $827 Million

Others Institutions Holding AVRE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Parkworth Wealth Management, Inc. Portfolio

Follow Parkworth Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Parkworth Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Parkworth Wealth Management, Inc. with notifications on news.