Robertson Stephens Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 3,027 shares of AVDV stock, worth $200,175. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,027
Holding current value
$200,175
% of portfolio
0.01%

Shares

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

Nov 12, 2024
BUY
$62.52 - $71.12 $189,248 - $215,280
3,027 New
3,027 $213,000
Q1 2024

May 15, 2024
SELL
$59.95 - $65.89 $742,720 - $816,311
-12,389 Reduced 72.95%
4,595 $302,000
Q4 2023

Feb 06, 2024
BUY
$54.34 - $62.7 $21,790 - $25,142
401 Added 2.42%
16,984 $1.06 Million
Q3 2023

Nov 13, 2023
BUY
$56.69 - $60.91 $940,090 - $1.01 Million
16,583 New
16,583 $959,000

Others Institutions Holding AVDV

# of Institutions
377
Shares Held
79.5M
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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