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 10,823 shares of AVUS stock, worth $1.07 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,823
Previous 10,786 0.34%
Holding current value
$1.07 Million
Previous $972,000 5.86%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 12, 2024
BUY
$86.27 - $95.15 $3,191 - $3,520
37 Added 0.34%
10,823 $1.03 Million
Q2 2024

Aug 13, 2024
SELL
$84.59 - $90.63 $1.61 Million - $1.72 Million
-19,021 Reduced 63.81%
10,786 $972,000
Q1 2024

May 15, 2024
BUY
$79.93 - $89.5 $250,180 - $280,135
3,130 Added 11.73%
29,807 $2.67 Million
Q4 2023

Feb 06, 2024
BUY
$69.78 - $82.0 $36,076 - $42,394
517 Added 1.98%
26,677 $2.18 Million
Q3 2023

Nov 13, 2023
BUY
$72.72 - $78.49 $1.9 Million - $2.05 Million
26,160 New
26,160 $1.92 Million

Others Institutions Holding AVUS

# of Institutions
399
Shares Held
63M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC 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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email