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 7,174 shares of AVIG stock, worth $293,918. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,174
Previous 8,603 16.61%
Holding current value
$293,918
Previous $350,000 13.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$40.41 - $42.73 $57,745 - $61,061
-1,429 Reduced 16.61%
7,174 $304,000
Q2 2024

Jul 16, 2024

SELL
$39.99 - $41.15 $89,937 - $92,546
-2,249 Reduced 20.72%
8,603 $350,000
Q1 2024

Apr 15, 2024

SELL
$40.74 - $41.82 $130,205 - $133,656
-3,196 Reduced 22.75%
10,852 $447,000
Q4 2023

Jan 30, 2024

SELL
$38.59 - $42.0 $539,333 - $586,992
-13,976 Reduced 49.87%
14,048 $587,000
Q3 2023

Nov 13, 2023

BUY
$39.54 - $41.49 $1.11 Million - $1.16 Million
28,024 New
28,024 $1.11 Million

Others Institutions Holding AVIG

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIG
  • Sector ETFs
  • Industry ETFs
More about AVIG
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.