Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History

Seaside Wealth Management, Inc.

$273 Million
Q4 2024

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 9,269 shares of AVUV stock, worth $814,374. This represents 0.33% of its overall portfolio holdings.

Number of Shares

9,269

Previous 8,337 11.18%

Holding current value

$814,374

Previous $799,000 11.89%

% of portfolio

0.33%

Previous 0.3%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$94.37 - $106.41 $87,952 - $99,174	932 Added 11.18%	9,269 $894,000
Q3 2024 Oct 25, 2024	SELL	$88.24 - $99.7 $12,441 - $14,057	-141 Reduced 1.66%	8,337 $799,000
Q2 2024 Aug 07, 2024	SELL	$86.93 - $93.77 $9,910 - $10,689	-114 Reduced 1.33%	8,478 $760,000
Q1 2024 Apr 17, 2024	SELL	$84.87 - $93.71 $10,099 - $11,151	-119 Reduced 1.37%	8,592 $805,000
Q4 2023 Jan 23, 2024	BUY	$73.38 - $91.25 $227,404 - $282,783	3,099 Added 55.22%	8,711 $782,000
Q3 2023 Oct 13, 2023	SELL	$75.9 - $84.23 $17,001 - $18,867	-224 Reduced 3.84%	5,612 $437,000
Q2 2023 Jul 17, 2023	SELL	$69.33 - $77.71 $6,655 - $7,460	-96 Reduced 1.62%	5,836 $452,000
Q1 2023 May 09, 2023	BUY	$70.61 - $84.06 $11,580 - $13,785	164 Added 2.84%	5,932 $439,000
Q4 2022 Feb 09, 2023	SELL	$68.43 - $80.54 $45,505 - $53,559	-665 Reduced 10.34%	5,768 $429,000
Q3 2022 Nov 09, 2022	BUY	$65.42 - $79.96 $127,176 - $155,442	1,944 Added 43.31%	6,433 $491,000
Q2 2022 Aug 30, 2022	BUY	$67.93 - $81.74 $304,937 - $366,930	4,489 New	4,489 $340,000

Others Institutions Holding AVUV

# of Institutions

837

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

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.

Account

Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History