A detailed history of Principal Securities, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Principal Securities, Inc. holds 5,576 shares of AVDV stock, worth $370,692. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,576
Previous 4,103 35.9%
Holding current value
$370,692
Previous $266 Million 47.87%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$62.52 - $71.12 $92,091 - $104,759
1,473 Added 35.9%
5,576 $394 Million
Q2 2024

Jul 31, 2024

BUY
$63.81 - $68.36 $30,884 - $33,086
484 Added 13.37%
4,103 $266 Million
Q1 2024

May 10, 2024

BUY
$59.95 - $65.89 $2,158 - $2,372
36 Added 1.0%
3,619 $238 Million
Q4 2023

Feb 07, 2024

BUY
$54.34 - $62.7 $194,700 - $224,654
3,583 New
3,583 $224 Million

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, 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 Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.