A detailed history of Waterfront Wealth Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Waterfront Wealth Inc. holds 48,762 shares of AVUV stock, worth $4.73 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
48,762
Previous 43,438 12.26%
Holding current value
$4.73 Million
Previous $3.9 Million 20.04%
% of portfolio
1.17%
Previous 1.1%

Shares

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

Oct 31, 2024

BUY
$88.24 - $99.7 $469,789 - $530,802
5,324 Added 12.26%
48,762 $4.68 Million
Q2 2024

Aug 01, 2024

BUY
$86.93 - $93.77 $509,322 - $549,398
5,859 Added 15.59%
43,438 $3.9 Million
Q1 2024

May 13, 2024

BUY
$84.87 - $93.71 $724,704 - $800,189
8,539 Added 29.4%
37,579 $3.52 Million
Q4 2023

Jan 31, 2024

SELL
$73.38 - $91.25 $18,345 - $22,812
-250 Reduced 0.85%
29,040 $2.61 Million
Q3 2023

Nov 09, 2023

BUY
$75.9 - $84.23 $15,635 - $17,351
206 Added 0.71%
29,290 $2.28 Million
Q2 2023

Jul 28, 2023

SELL
$69.33 - $77.71 $150,584 - $168,786
-2,172 Reduced 6.95%
29,084 $2.26 Million
Q1 2023

Apr 19, 2023

SELL
$70.61 - $84.06 $34,104 - $40,600
-483 Reduced 1.52%
31,256 $2.31 Million
Q4 2022

Jan 30, 2023

SELL
$68.43 - $80.54 $90,259 - $106,232
-1,319 Reduced 3.99%
31,739 $2.36 Million
Q3 2022

Nov 01, 2022

SELL
$65.42 - $79.96 $79,354 - $96,991
-1,213 Reduced 3.54%
33,058 $2.51 Million
Q2 2022

Jul 25, 2022

SELL
$67.93 - $81.74 $13,857 - $16,674
-204 Reduced 0.59%
34,271 $2.34 Million
Q1 2022

May 13, 2022

BUY
$75.32 - $82.57 $51,820 - $56,808
688 Added 2.04%
34,475 $2.67 Million
Q4 2021

Feb 14, 2022

BUY
$75.12 - $83.87 $2.54 Million - $2.83 Million
33,787 New
33,787 $2.69 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


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

Track Waterfront Wealth Inc. Portfolio

Follow Waterfront Wealth Inc. 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 Waterfront Wealth Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waterfront Wealth Inc. with notifications on news.