A detailed history of Wealth Management Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Management Partners, LLC holds 15,074 shares of AVUS stock, worth $1.37 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
15,074
Previous 13,935 8.17%
Holding current value
$1.37 Million
Previous $1.14 Million 18.75%
% of portfolio
0.69%
Previous 0.64%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$79.93 - $89.5 $91,040 - $101,940
1,139 Added 8.17%
15,074 $1.35 Million
Q4 2023

Jan 10, 2024

SELL
$69.78 - $82.0 $41,519 - $48,790
-595 Reduced 4.09%
13,935 $1.14 Million
Q3 2023

Oct 24, 2023

BUY
$72.72 - $78.49 $88,645 - $95,679
1,219 Added 9.16%
14,530 $1.06 Million
Q2 2023

Jul 24, 2023

BUY
$68.92 - $75.19 $13,784 - $15,038
200 Added 1.53%
13,311 $1 Million
Q1 2023

Apr 14, 2023

BUY
$67.42 - $74.29 $7,483 - $8,246
111 Added 0.85%
13,111 $929,000
Q4 2022

Jan 20, 2023

SELL
$66.69 - $72.69 $133,380 - $145,380
-2,000 Reduced 13.33%
13,000 $0
Q2 2022

Jul 15, 2022

BUY
$63.84 - $77.62 $957,600 - $1.16 Million
15,000 New
15,000 $989,000

Others Institutions Holding AVUS

About AMERICAN CENTY ETF TR AVANTIS


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

Track Wealth Management Partners, LLC Portfolio

Follow Wealth Management Partners, 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 Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.