Sfg Wealth Management, Llc. American Centy ETF Tr Avantis Transaction History

Sfg Wealth Management, Llc.

$183 Million
Q4 2024

A detailed history of Sfg Wealth Management, Llc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 67,052 shares of AVUS stock, worth $6.15 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares

67,052

Previous 71,143 5.75%

Holding current value

$6.15 Million

Previous $6.77 Million 3.99%

% of portfolio

3.55%

Previous 3.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$94.36 - $102.06 $386,026 - $417,527	-4,091 Reduced 5.75%	67,052 $6.5 Million
Q3 2024 Oct 31, 2024	SELL	$86.27 - $95.15 $3,709 - $4,091	-43 Reduced 0.06%	71,143 $6.77 Million
Q2 2024 Jul 19, 2024	BUY	$84.59 - $90.63 $170,279 - $182,438	2,013 Added 2.91%	71,186 $6.42 Million
Q1 2024 Apr 26, 2024	SELL	$79.93 - $89.5 $327,473 - $366,681	-4,097 Reduced 5.59%	69,173 $6.19 Million
Q4 2023 Jan 19, 2024	BUY	$69.78 - $82.0 $2 Million - $2.35 Million	28,669 Added 64.28%	73,270 $5.98 Million
Q3 2023 Oct 19, 2023	BUY	$72.72 - $78.49 $3.24 Million - $3.5 Million	44,601 New	44,601 $3.27 Million

Others Institutions Holding AVUS

# of Institutions

461

Shares Held

87.3M

Call Options Held

Put Options Held

100

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
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Sfg Wealth Management, Llc. American Centy ETF Tr Avantis Transaction History