Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History

Private Wealth Management Group, LLC

  • $253 Billion
  • Q3 2024

A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 92,564 shares of AVDV stock, worth $6.15 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares
92,564
Previous 80,003 15.7%
Holding current value
$6.15 Million
Previous $5.2 Billion 25.89%
% of portfolio
2.58%
Previous 2.25%

Shares

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

Oct 29, 2024
BUY
$62.52 - $71.12 $785,313 - $893,338
12,561 Added 15.7%
92,564 $6.54 Billion
Q2 2024

Aug 13, 2024
BUY
$63.81 - $68.36 $2.2 Million - $2.35 Million
34,445 Added 75.61%
80,003 $5.2 Billion
Q1 2024

Apr 30, 2024
BUY
$59.95 - $65.89 $321,032 - $352,840
5,355 Added 13.32%
45,558 $3 Billion
Q4 2023

Feb 08, 2024
BUY
$54.34 - $62.7 $2.18 Million - $2.52 Million
40,203 New
40,203 $2.51 Billion

Others Institutions Holding AVDV

# of Institutions
383
Shares Held
79.9M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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