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 $3.33 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

63,950

Previous 66,320 3.57%

Holding current value

$3.33 Million

Previous $3.48 Million 3.25%

% of portfolio

0.59%

Previous 0.62%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

111

Shares Held

5.36M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

More about AVIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Account

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