A detailed history of Wealth Shield Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 53,330 shares of AVDV stock, worth $3.45 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
53,330
Previous 52,580 1.43%
Holding current value
$3.45 Million
Previous $3.42 Million 10.34%
% of portfolio
0.52%
Previous 0.53%

Shares

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

Nov 04, 2024

BUY
$62.52 - $71.12 $46,890 - $53,340
750 Added 1.43%
53,330 $3.77 Million
Q2 2024

Jul 26, 2024

SELL
$63.81 - $68.36 $57,684 - $61,797
-904 Reduced 1.69%
52,580 $3.42 Million
Q1 2024

Apr 29, 2024

BUY
$59.95 - $65.89 $103,054 - $113,264
1,719 Added 3.32%
53,484 $3.52 Million
Q4 2023

Jan 23, 2024

BUY
$54.34 - $62.7 $24,942 - $28,779
459 Added 0.89%
51,765 $3.23 Million
Q3 2023

Oct 25, 2023

BUY
$56.69 - $60.91 $171,090 - $183,826
3,018 Added 6.25%
51,306 $2.97 Million
Q2 2023

Aug 03, 2023

SELL
$56.07 - $60.13 $132,100 - $141,666
-2,356 Reduced 4.65%
48,288 $2.78 Million
Q1 2023

May 08, 2023

BUY
$55.2 - $60.58 $18,105 - $19,870
328 Added 0.65%
50,644 $2.96 Million
Q4 2022

Feb 13, 2023

BUY
$47.39 - $57.3 $109,091 - $131,904
2,302 Added 4.79%
50,316 $2.78 Million
Q3 2022

Nov 04, 2022

BUY
$47.02 - $57.29 $2.26 Million - $2.75 Million
48,014 New
48,014 $2.28 Million

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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