Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Us Advisors Wealth Management, LLC

  • $286 Million
  • Q3 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 17,827 shares of AVDE stock, worth $1.08 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
17,827
Previous 17,084 4.35%
Holding current value
$1.08 Million
Previous $1.06 Million 12.7%
% of portfolio
0.42%
Previous 0.37%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$60.09 - $67.67 $44,646 - $50,278
743 Added 4.35%
17,827 $1.2 Million
Q2 2024

Aug 06, 2024
BUY
$61.17 - $65.29 $17,983 - $19,195
294 Added 1.75%
17,084 $1.06 Million
Q1 2024

May 02, 2024
BUY
$58.3 - $63.83 $9,794 - $10,723
168 Added 1.01%
16,790 $1.07 Million
Q4 2023

Feb 12, 2024
SELL
$52.98 - $60.62 $119,946 - $137,243
-2,264 Reduced 11.99%
16,622 $1 Million
Q3 2023

Nov 09, 2023
SELL
$55.54 - $59.61 $10,163 - $10,908
-183 Reduced 0.96%
18,886 $1.05 Million
Q2 2023

Aug 01, 2023
BUY
$55.68 - $59.23 $26,726 - $28,430
480 Added 2.58%
19,069 $1.1 Million
Q1 2023

Apr 13, 2023
BUY
$53.37 - $58.39 $36,932 - $40,405
692 Added 3.87%
18,589 $1.06 Million
Q4 2022

Feb 10, 2023
BUY
$45.5 - $54.96 $303,075 - $366,088
6,661 Added 59.28%
17,897 $952,000
Q3 2022

Nov 14, 2022
BUY
$45.36 - $54.56 $45,541 - $54,778
1,004 Added 9.81%
11,236 $513,000
Q2 2022

Aug 12, 2022
BUY
$50.6 - $61.08 $22,770 - $27,486
450 Added 4.6%
10,232 $521,000
Q1 2022

Jun 08, 2022
BUY
$55.3 - $64.55 $115,577 - $134,909
2,090 Added 27.17%
9,782 $590,000
Q4 2021

Feb 14, 2022
BUY
$60.93 - $65.74 $468,673 - $505,672
7,692 New
7,692 $488,000

Others Institutions Holding AVDE

# of Institutions
361
Shares Held
67.1M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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