A detailed history of Silver Oak Securities, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Silver Oak Securities, Inc holds 7,607 shares of AVDE stock, worth $497,954. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,607
Previous 7,962 4.46%
Holding current value
$497,954
Previous $507,000 6.71%
% of portfolio
0.07%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$61.17 - $65.29 $21,715 - $23,177
-355 Reduced 4.46%
7,607 $473,000
Q1 2024

May 10, 2024

SELL
$58.3 - $63.83 $179,564 - $196,596
-3,080 Reduced 27.89%
7,962 $507,000
Q4 2023

Feb 05, 2024

BUY
$52.98 - $60.62 $360,316 - $412,276
6,801 Added 160.36%
11,042 $667,000
Q3 2023

Nov 20, 2023

SELL
$55.54 - $59.61 $195,112 - $209,409
-3,513 Reduced 45.31%
4,241 $236,000
Q2 2023

Aug 02, 2023

BUY
$55.68 - $59.23 $431,742 - $459,269
7,754 New
7,754 $445,000
Q3 2022

Oct 23, 2023

SELL
$45.36 - $54.56 $159,349 - $191,669
-3,513 Reduced 45.31%
4,241 $196,000

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.