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 8,587 shares of AVUV stock, worth $838,262. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,587
Previous 8,583 0.05%
Holding current value
$838,262
Previous $770,000 6.88%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2024
BUY
$88.24 - $99.7 $352 - $398
4 Added 0.05%
8,587 $823,000
Q2 2024

Aug 13, 2024
SELL
$86.93 - $93.77 $522,362 - $563,463
-6,009 Reduced 41.18%
8,583 $770,000
Q1 2024

May 15, 2024
SELL
$84.87 - $93.71 $1.19 Million - $1.32 Million
-14,072 Reduced 49.09%
14,592 $1.37 Million
Q4 2023

Feb 06, 2024
SELL
$73.38 - $91.25 $99,209 - $123,370
-1,352 Reduced 4.5%
28,664 $2.57 Million
Q3 2023

Nov 13, 2023
BUY
$75.9 - $84.23 $2.28 Million - $2.53 Million
30,016 New
30,016 $2.34 Million

Others Institutions Holding AVUV

# of Institutions
735
Shares Held
99M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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