Shanker Valleau Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Shanker Valleau Wealth Advisors, Inc.

$294 Million
Q3 2024

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 281,982 shares of AVRE stock, worth $12.2 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares

281,982

Previous 320,726 12.08%

Holding current value

$12.2 Million

Previous $13.2 Million 0.54%

% of portfolio

4.53%

Previous 5.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$40.95 - $48.28 $1.59 Million - $1.87 Million	-38,744 Reduced 12.08%	281,982 $13.3 Million
Q2 2024 Jul 02, 2024	BUY	$38.89 - $42.05 $730,587 - $789,951	18,786 Added 6.22%	320,726 $13.2 Million
Q1 2024 Apr 17, 2024	BUY	$40.52 - $43.42 $5.9 Million - $6.32 Million	145,624 Added 93.16%	301,940 $12.8 Million
Q4 2023 Jan 11, 2024	BUY	$35.51 - $43.68 $110,045 - $135,364	3,099 Added 2.02%	156,316 $6.77 Million
Q3 2023 Oct 12, 2023	BUY	$37.14 - $42.66 $318,401 - $365,724	8,573 Added 5.93%	153,217 $5.76 Million
Q2 2023 Jul 12, 2023	BUY	$39.41 - $41.99 $659,014 - $702,156	16,722 Added 13.07%	144,644 $5.92 Million
Q1 2023 Apr 17, 2023	BUY	$39.04 - $45.85 $214,407 - $251,808	5,492 Added 4.49%	127,922 $5.3 Million
Q4 2022 Jan 12, 2023	BUY	$36.95 - $43.22 $305,687 - $357,559	8,273 Added 7.25%	122,430 $0
Q3 2022 Oct 05, 2022	BUY	$38.51 - $49.16 $4.4 Million - $5.61 Million	114,157 New	114,157 $4.45 Million

Others Institutions Holding AVRE

# of Institutions

116

Shares Held

9.04M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

More about AVRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shanker Valleau Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shanker Valleau Wealth Advisors, Inc. with notifications on news.

Account

Shanker Valleau Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History