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 3,650 shares of AVUV stock, worth $290,321. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,650

Previous 7,036 48.12%

Holding current value

$290,321

Previous $679,000 53.31%

% of portfolio

0.13%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$84.95 - $100.62 $287,640 - $340,699	-3,386 Reduced 48.12%	3,650 $317,000
Q4 2024 Jan 15, 2025	BUY	$94.37 - $106.41 $2,547 - $2,873	27 Added 0.39%	7,036 $679,000
Q2 2024 Jul 10, 2024	SELL	$86.93 - $93.77 $21,471 - $23,161	-247 Reduced 3.4%	7,009 $628,000
Q1 2024 Apr 11, 2024	BUY	$84.87 - $93.71 $296,960 - $327,891	3,499 Added 93.13%	7,256 $679,000
Q4 2023 Jan 05, 2024	BUY	$73.38 - $91.25 $275,688 - $342,826	3,757 New	3,757 $337,000
Q3 2022 Oct 21, 2022	BUY	$65.42 - $79.96 $1,962 - $2,398	30 Added 500.0%	36 $2,000
Q1 2022 Apr 20, 2022	BUY	$75.32 - $82.57 $451 - $495	6 New	6 $0

Others Institutions Holding AVUV

# of Institutions

839

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

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