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

Robertson Stephens Wealth Management, LLC

$2.75 Billion
Q4 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 10,860 shares of AVUS stock, worth $1.09 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,860

Previous 10,823 0.34%

Holding current value

$1.09 Million

Previous $1.03 Million 2.24%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$94.36 - $102.06 $3,491 - $3,776	37 Added 0.34%	10,860 $1.05 Million
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

411

Shares Held

84.5M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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