A detailed history of Truepoint, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Truepoint, Inc. holds 14,175 shares of AVDE stock, worth $922,083. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,175
Previous 12,226 15.94%
Holding current value
$922,083
Previous $779,000 13.22%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$61.17 - $65.29 $119,220 - $127,250
1,949 Added 15.94%
14,175 $882,000
Q1 2024

May 09, 2024

SELL
$58.3 - $63.83 $83,077 - $90,957
-1,425 Reduced 10.44%
12,226 $779,000
Q4 2023

Feb 12, 2024

BUY
$52.98 - $60.62 $476 - $545
9 Added 0.07%
13,651 $824,000
Q4 2022

Feb 13, 2023

BUY
$45.5 - $54.96 $620,711 - $749,764
13,642 New
13,642 $725,000
Q2 2022

Aug 08, 2022

BUY
$50.6 - $61.08 $785,767 - $948,511
15,529 Added 330.97%
20,221 $1.03 Million
Q1 2022

May 11, 2022

BUY
$55.3 - $64.55 $259,467 - $302,868
4,692 New
4,692 $283,000

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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