Wealth Shield Partners, LLC American Centy ETF Tr Avantis Transaction History

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

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 5,200 shares of AVSD stock, worth $305,760. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,200
Previous 6,350 18.11%
Holding current value
$305,760
Previous $384,000 24.74%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$55.57 - $59.89 $63,905 - $68,873
-1,150 Reduced 18.11%
5,200 $289,000
Q2 2024

Jul 26, 2024
BUY
$54.31 - $58.32 $86,896 - $93,312
1,600 Added 33.68%
6,350 $352,000
Q1 2024

Apr 29, 2024
BUY
$52.01 - $57.02 $52,010 - $57,020
1,000 Added 26.67%
4,750 $270,000
Q4 2023

Jan 23, 2024
BUY
$46.27 - $54.0 $6,940 - $8,100
150 Added 4.17%
3,750 $202,000
Q2 2023

Aug 03, 2023
BUY
$49.68 - $52.62 $24,840 - $26,310
500 Added 16.13%
3,600 $184,000
Q1 2023

May 08, 2023
BUY
$47.33 - $51.88 $146,723 - $160,828
3,100 New
3,100 $156,000

Others Institutions Holding AVSD

# of Institutions
48
Shares Held
1.38M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSD Quotes by TradingView
  • Ticker AVSD
  • Sector ETFs
  • Industry ETFs
More about AVSD
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