Vista Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History

Vista Wealth Management Group, LLC

$1.45 Billion
Q3 2024

A detailed history of Vista Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,070,814 shares of AVDE stock, worth $66 Million. This represents 4.96% of its overall portfolio holdings.

Number of Shares

1,070,814

Previous 1,029,188 4.04%

Holding current value

$66 Million

Previous $64.1 Million 12.02%

% of portfolio

4.96%

Previous 4.86%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$60.09 - $67.67 $2.5 Million - $2.82 Million	41,626 Added 4.04%	1,070,814 $71.8 Million
Q2 2024 Jul 30, 2024	BUY	$61.17 - $65.29 $2.43 Million - $2.6 Million	39,766 Added 4.02%	1,029,188 $64.1 Million
Q1 2024 Apr 29, 2024	BUY	$58.3 - $63.83 $4.45 Million - $4.88 Million	76,385 Added 8.37%	989,422 $63.1 Million
Q4 2023 Feb 12, 2024	BUY	$52.98 - $60.62 $4.08 Million - $4.67 Million	76,999 Added 9.21%	913,037 $55.2 Million
Q3 2023 Nov 14, 2023	BUY	$55.54 - $59.61 $3.33 Million - $3.58 Million	60,023 Added 7.73%	836,038 $46.5 Million
Q2 2023 Aug 02, 2023	BUY	$55.68 - $59.23 $3.78 Million - $4.02 Million	67,915 Added 9.59%	776,015 $44.5 Million
Q1 2023 May 04, 2023	BUY	$53.37 - $58.39 $3.81 Million - $4.17 Million	71,364 Added 11.21%	708,100 $40.4 Million
Q4 2022 Feb 07, 2023	BUY	$45.5 - $54.96 $2.38 Million - $2.87 Million	52,277 Added 8.94%	636,736 $33.9 Million
Q3 2022 Oct 25, 2022	BUY	$45.36 - $54.56 $1.73 Million - $2.08 Million	38,095 Added 6.97%	584,459 $27.7 Million
Q2 2022 Jul 14, 2022	BUY	$50.6 - $61.08 $3.1 Million - $3.74 Million	61,249 Added 12.63%	546,364 $27.2 Million
Q1 2022 May 04, 2022	BUY	$55.3 - $64.55 $1.08 Million - $1.26 Million	19,535 Added 4.2%	485,115 $29.3 Million
Q4 2021 Jan 19, 2022	BUY	$60.93 - $65.74 $3.95 Million - $4.26 Million	64,848 Added 16.18%	465,580 $29.5 Million
Q3 2021 Nov 02, 2021	BUY	$61.06 - $65.7 $4.05 Million - $4.36 Million	66,325 Added 19.83%	400,732 $25 Million
Q2 2021 Jul 27, 2021	BUY	$61.33 - $65.71 $11.4 Million - $12.2 Million	185,215 Added 124.15%	334,407 $21.1 Million
Q1 2021 Apr 26, 2021	BUY	$56.66 - $61.47 $4.93 Million - $5.35 Million	87,009 Added 139.92%	149,192 $9.03 Million
Q4 2020 Jan 25, 2021	BUY	$47.56 - $57.43 $2.96 Million - $3.57 Million	62,183 New	62,183 $3.56 Million

Others Institutions Holding AVDE

# of Institutions

359

Shares Held

67M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Account

Vista Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History