A detailed history of Seaside Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 3,914 shares of AVDV stock, worth $254,096. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,914
Previous 3,914 -0.0%
Holding current value
$254,096
Previous $254,000 8.66%
% of portfolio
0.1%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$63.81 - $68.36 $21,886 - $23,447
-343 Reduced 8.06%
3,914 $254,000
Q4 2023

Jan 23, 2024

BUY
$54.34 - $62.7 $33,908 - $39,124
624 Added 17.18%
4,257 $266,000
Q3 2023

Oct 13, 2023

BUY
$56.69 - $60.91 $205,954 - $221,286
3,633 New
3,633 $210,000
Q1 2023

May 09, 2023

BUY
$55.2 - $60.58 $5,023 - $5,512
91 Added 1.9%
4,873 $284,000
Q4 2022

Feb 09, 2023

SELL
$47.39 - $57.3 $28,197 - $34,093
-595 Reduced 11.07%
4,782 $264,000
Q3 2022

Nov 09, 2022

BUY
$47.02 - $57.29 $252,826 - $308,048
5,377 New
5,377 $269,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Seaside Wealth Management, Inc. Portfolio

Follow Seaside Wealth Management, Inc. 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 Seaside Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.