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 16,861 shares of AVUV stock, worth $1.6 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
16,861
Previous 17,404 3.12%
Holding current value
$1.6 Million
Previous $1.56 Million 3.59%
% of portfolio
0.27%
Previous 0.28%

Shares

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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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