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 70,073 shares of AVRE stock, worth $3.01 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
70,073
Previous 67,627 3.62%
Holding current value
$3.01 Million
Previous $3.19 Billion 7.86%
% of portfolio
1.84%
Previous 2.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$41.03 - $46.91 $100,359 - $114,741
2,446 Added 3.62%
70,073 $2.94 Billion
Q3 2024

Oct 28, 2024

BUY
$40.95 - $48.28 $65,520 - $77,248
1,600 Added 2.42%
67,627 $3.19 Billion
Q2 2024

Jul 16, 2024

BUY
$38.89 - $42.05 $84,702 - $91,584
2,178 Added 3.41%
66,027 $2.72 Billion
Q1 2024

Apr 30, 2024

BUY
$40.52 - $43.42 $558,608 - $598,588
13,786 Added 27.54%
63,849 $2.7 Billion
Q4 2023

Jan 05, 2024

BUY
$35.51 - $43.68 $1.78 Million - $2.19 Million
50,063 New
50,063 $1.88 Billion

Others Institutions Holding AVRE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVRE
More about AVRE
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