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 129,269 shares of AVUV stock, worth $12.8 Million. This represents 6.81% of its overall portfolio holdings.

Number of Shares

129,269

Previous 121,277 6.59%

Holding current value

$12.8 Million

Previous $11.6 Million 7.24%

% of portfolio

6.81%

Previous 6.42%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$94.37 - $106.41 $754,205 - $850,428	7,992 Added 6.59%	129,269 $12.5 Million
Q3 2024 Oct 31, 2024	BUY	$88.24 - $99.7 $365,754 - $413,256	4,145 Added 3.54%	121,277 $11.6 Million
Q2 2024 Jul 19, 2024	SELL	$86.93 - $93.77 $230,451 - $248,584	-2,651 Reduced 2.21%	117,132 $10.5 Million
Q1 2024 Apr 26, 2024	BUY	$84.87 - $93.71 $458,722 - $506,502	5,405 Added 4.73%	119,783 $11.2 Million
Q4 2023 Jan 19, 2024	SELL	$73.38 - $91.25 $521,071 - $647,966	-7,101 Reduced 5.85%	114,378 $10.3 Million
Q3 2023 Oct 19, 2023	BUY	$75.9 - $84.23 $2.37 Million - $2.63 Million	31,248 Added 34.63%	121,479 $9.47 Million
Q2 2023 Jul 14, 2023	BUY	$69.33 - $77.71 $1.15 Million - $1.29 Million	16,622 Added 22.58%	90,231 $7 Million
Q1 2023 Apr 11, 2023	BUY	$70.61 - $84.06 $595,030 - $708,373	8,427 Added 12.93%	73,609 $5.45 Million
Q4 2022 Jan 31, 2023	BUY	$68.43 - $80.54 $1.38 Million - $1.63 Million	20,228 Added 45.0%	65,182 $4.86 Million
Q3 2022 Oct 12, 2022	BUY	$65.42 - $79.96 $464,024 - $567,156	7,093 Added 18.73%	44,954 $2.97 Million
Q2 2022 Jul 13, 2022	BUY	$67.93 - $81.74 $1.09 Million - $1.31 Million	16,043 Added 73.53%	37,861 $2.59 Million
Q1 2022 Apr 22, 2022	BUY	$75.32 - $82.57 $1.26 Million - $1.39 Million	16,780 Added 333.07%	21,818 $1.74 Million
Q4 2021 Feb 14, 2022	BUY	$75.12 - $83.87 $378,454 - $422,537	5,038 New	5,038 $402,000

Others Institutions Holding AVUV

# of Institutions

745

Shares Held

99.9M

Call Options Held

18K

Put Options Held

12.3K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

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