A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 139,956 shares of AVDV stock, worth $8.95 Million. This represents 6.41% of its overall portfolio holdings.

Number of Shares
139,956
Previous 144,354 3.05%
Holding current value
$8.95 Million
Previous $9.38 Billion 5.49%
% of portfolio
6.41%
Previous 6.44%

Shares

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

Oct 28, 2024

SELL
$62.52 - $71.12 $274,962 - $312,785
-4,398 Reduced 3.05%
139,956 $9.89 Billion
Q2 2024

Jul 16, 2024

BUY
$63.81 - $68.36 $219,634 - $235,295
3,442 Added 2.44%
144,354 $9.38 Billion
Q1 2024

Apr 30, 2024

BUY
$59.95 - $65.89 $1.44 Million - $1.58 Million
24,021 Added 20.55%
140,912 $9.28 Billion
Q4 2023

Jan 05, 2024

BUY
$54.34 - $62.7 $6.35 Million - $7.33 Million
116,891 New
116,891 $6.76 Billion

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.