Total Wealth Planning, LLC American Centy ETF Tr Avantis Transaction History

Total Wealth Planning, LLC

  • $605 Million
  • Q3 2024

A detailed history of Total Wealth Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Total Wealth Planning, LLC holds 63,950 shares of AVIV stock, worth $3.4 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
63,950
Previous 66,320 3.57%
Holding current value
$3.4 Million
Previous $3.48 Million 3.25%
% of portfolio
0.59%
Previous 0.62%

Shares

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

Oct 10, 2024
SELL
$50.37 - $56.43 $119,376 - $133,739
-2,370 Reduced 3.57%
63,950 $3.59 Million
Q2 2024

Aug 02, 2024
SELL
$52.26 - $55.37 $223,934 - $237,260
-4,285 Reduced 6.07%
66,320 $3.48 Million
Q1 2024

Apr 18, 2024
SELL
$49.42 - $54.08 $97,752 - $106,970
-1,978 Reduced 2.73%
70,605 $3.82 Million
Q4 2023

Feb 05, 2024
SELL
$45.8 - $51.67 $96,912 - $109,333
-2,116 Reduced 2.83%
72,583 $3.74 Million
Q3 2023

Nov 08, 2023
SELL
$47.37 - $50.8 $6,489 - $6,959
-137 Reduced 0.18%
74,699 $3.6 Million
Q2 2023

Jul 31, 2023
SELL
$46.67 - $50.33 $7,047 - $7,599
-151 Reduced 0.2%
74,836 $3.64 Million
Q1 2023

Apr 14, 2023
BUY
$45.01 - $49.82 $12,332 - $13,650
274 Added 0.37%
74,987 $3.61 Million
Q4 2022

Feb 02, 2023
BUY
$38.26 - $46.54 $2.55 Million - $3.1 Million
66,545 Added 814.7%
74,713 $3.37 Million
Q3 2022

Nov 14, 2022
BUY
$37.72 - $44.87 $308,096 - $366,498
8,168 New
8,168 $310,000

Others Institutions Holding AVIV

# of Institutions
112
Shares Held
5.36M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIV Quotes by TradingView
  • Ticker AVIV
More about AVIV
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