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 $9.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
140,039
Previous 135,842 3.09%
Holding current value
$9.09 Million
Previous $8.82 Million 12.17%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
375
Shares Held
78.4M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email