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

Selective Wealth Management, Inc.

  • $240 Million
  • Q1 2025

A detailed history of Selective Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 6,246 shares of AVDV stock, worth $488,499. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,246
Previous 6,451 3.18%
Holding current value
$488,499
Previous $419,000 5.01%
% of portfolio
0.18%
Previous 0.17%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$63.74 - $71.96 $13,066 - $14,751
-205 Reduced 3.18%
6,246 $440,000
Q4 2024

Jan 15, 2025
SELL
$63.85 - $70.4 $3,831 - $4,224
-60 Reduced 0.92%
6,451 $419,000
Q2 2024

Jul 10, 2024
SELL
$63.81 - $68.36 $4,275 - $4,580
-67 Reduced 1.02%
6,511 $422,000
Q1 2024

Apr 11, 2024
BUY
$59.95 - $65.89 $185,845 - $204,259
3,100 Added 89.13%
6,578 $433,000
Q4 2023

Jan 05, 2024
BUY
$54.34 - $62.7 $188,994 - $218,070
3,478 New
3,478 $217,000
Q3 2022

Oct 21, 2022
BUY
$47.02 - $57.29 $1,880 - $2,291
40 Added 666.67%
46 $2,000
Q1 2022

Apr 20, 2022
BUY
$57.89 - $66.21 $347 - $397
6 New
6 $0

Others Institutions Holding AVDV

# of Institutions
461
Shares Held
91M
Call Options Held
300
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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