Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 273,546 shares of AVDE stock, worth $17.2 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
273,546
Previous 265,933 2.86%
Holding current value
$17.2 Million
Previous $16.6 Million 10.74%
% of portfolio
1.24%
Previous 1.23%

Shares

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

Nov 13, 2024
BUY
$60.09 - $67.67 $457,465 - $515,171
7,613 Added 2.86%
273,546 $18.3 Million
Q2 2024

Aug 12, 2024
BUY
$61.17 - $65.29 $612,556 - $653,814
10,014 Added 3.91%
265,933 $16.6 Million
Q1 2024

May 13, 2024
BUY
$58.3 - $63.83 $745,132 - $815,811
12,781 Added 5.26%
255,919 $16.3 Million
Q4 2023

Feb 08, 2024
BUY
$52.98 - $60.62 $1.23 Million - $1.4 Million
23,155 Added 10.53%
243,138 $14.7 Million
Q3 2023

Nov 09, 2023
BUY
$55.54 - $59.61 $12.2 Million - $13.1 Million
219,983 New
219,983 $12.2 Million

Others Institutions Holding AVDE

# of Institutions
359
Shares Held
67M
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
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email