Wealth Enhancement Advisory Services, LLC American Centy ETF Tr Avantis Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 140,039 shares of AVDV stock, worth $9.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

140,039

Previous 135,842 3.09%

Holding current value

$9.37 Million

Previous $8.82 Million 12.17%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$62.52 - $71.12 $262,396 - $298,490	4,197 Added 3.09%	140,039 $9.9 Million
Q2 2024 Jul 16, 2024	BUY	$63.81 - $68.36 $2.19 Million - $2.34 Million	34,299 Added 33.78%	135,842 $8.82 Million
Q1 2024 Apr 15, 2024	SELL	$59.95 - $65.89 $92,263 - $101,404	-1,539 Reduced 1.49%	101,543 $6.69 Million
Q4 2023 Jan 30, 2024	SELL	$54.34 - $62.7 $103,137 - $119,004	-1,898 Reduced 1.81%	103,082 $6.44 Million
Q3 2023 Nov 13, 2023	BUY	$56.69 - $60.91 $5.5 Million - $5.91 Million	96,973 Added 1211.1%	104,980 $6.07 Million
Q2 2023 Jul 21, 2023	SELL	$56.07 - $60.13 $231,008 - $247,735	-4,120 Reduced 33.97%	8,007 $460,000
Q1 2023 Apr 25, 2023	SELL	$55.2 - $60.58 $61,768 - $67,789	-1,119 Reduced 8.45%	12,127 $709,000
Q4 2022 Feb 01, 2023	BUY	$47.39 - $57.3 $211,075 - $255,214	4,454 Added 50.66%	13,246 $733,000
Q3 2022 Oct 17, 2022	BUY	$47.02 - $57.29 $413,399 - $503,693	8,792 New	8,792 $428,000

Others Institutions Holding AVDV

# of Institutions

358

Shares Held

75.8M

Call Options Held

100

Put Options Held

500

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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Wealth Enhancement Advisory Services, LLC American Centy ETF Tr Avantis Transaction History