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

Total Wealth Planning, LLC

$604 Million
Q4 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 16,405 shares of AVUV stock, worth $1.43 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

16,405

Previous 16,861 2.7%

Holding current value

$1.43 Million

Previous $1.62 Million 2.1%

% of portfolio

0.26%

Previous 0.27%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$94.37 - $106.41 $43,032 - $48,522	-456 Reduced 2.7%	16,405 $1.58 Million
Q3 2024 Oct 10, 2024	SELL	$88.24 - $99.7 $47,914 - $54,137	-543 Reduced 3.12%	16,861 $1.62 Million
Q2 2024 Aug 02, 2024	SELL	$86.93 - $93.77 $32,859 - $35,445	-378 Reduced 2.13%	17,404 $1.56 Million
Q1 2024 Apr 18, 2024	SELL	$84.87 - $93.71 $68,235 - $75,342	-804 Reduced 4.33%	17,782 $1.67 Million
Q4 2023 Feb 05, 2024	SELL	$73.38 - $91.25 $40,872 - $50,826	-557 Reduced 2.91%	18,586 $1.67 Million
Q3 2023 Nov 08, 2023	SELL	$75.9 - $84.23 $6,072 - $6,738	-80 Reduced 0.42%	19,143 $1.49 Million
Q2 2023 Jul 31, 2023	BUY	$69.33 - $77.71 $84,513 - $94,728	1,219 Added 6.77%	19,223 $1.49 Million
Q1 2023 Apr 14, 2023	SELL	$70.61 - $84.06 $3,601 - $4,287	-51 Reduced 0.28%	18,004 $1.33 Million
Q4 2022 Feb 02, 2023	BUY	$68.43 - $80.54 $904,097 - $1.06 Million	13,212 Added 272.81%	18,055 $1.35 Million
Q3 2022 Nov 14, 2022	BUY	$65.42 - $79.96 $316,829 - $387,246	4,843 New	4,843 $320,000

Others Institutions Holding AVUV

# of Institutions

837

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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