Ubs Group Ag American Centy ETF Tr Avantis Transaction History

Ubs Group Ag

$452 Billion
Q3 2024

A detailed history of Ubs Group Ag transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ubs Group Ag holds 508 shares of AVSD stock, worth $28,849. This represents 0.0% of its overall portfolio holdings.

Number of Shares

508

Holding current value

$28,849

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$53.92 - $61.11 $27,391 - $31,043	508 New	508 $30,000
Q1 2024 May 13, 2024	BUY	$52.01 - $57.02 $5,929 - $6,500	114 New	114 $6,000
Q1 2023 May 12, 2023	BUY	$47.33 - $51.88 $20,493 - $22,464	433 New	433 $21,000
Q3 2022 Nov 10, 2022	SELL	$40.27 - $48.67 $285,151 - $344,632	-7,081 Reduced 98.02%	143 $6,000
Q2 2022 Aug 10, 2022	BUY	$45.19 - $53.48 $326,452 - $386,339	7,224 New	7,224 $328,000

Others Institutions Holding AVSD

# of Institutions

Shares Held

1.36M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

273K
Shares

$15.5 Million
11.51% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

196K
Shares

$11.2 Million
1.35% of portfolio
Ci Private Wealth, LLC Miami, FL

176K
Shares

$10 Million
0.02% of portfolio
Merriman Wealth Management, LLC

67.7K
Shares

$3.84 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$3.8 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

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