A detailed history of Simplicity Wealth,Llc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Simplicity Wealth,Llc holds 64,208 shares of AVDV stock, worth $4.19 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
64,208
Previous 6,845 838.03%
Holding current value
$4.19 Million
Previous $444,000 921.85%
% of portfolio
0.44%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$62.52 - $71.12 $3.59 Million - $4.08 Million
57,363 Added 838.03%
64,208 $4.54 Million
Q2 2024

Jul 10, 2024

BUY
$63.81 - $68.36 $436,779 - $467,924
6,845 New
6,845 $444,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


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

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc 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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.