Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Wealthstream Advisors, Inc.

$519 Million
Q4 2024

A detailed history of Wealthstream Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 12,078 shares of AVSE stock, worth $632,041. This represents 0.12% of its overall portfolio holdings.

Number of Shares

12,078

Previous 11,826 2.13%

Holding current value

$632,041

Previous $654,000 6.88%

% of portfolio

0.12%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$50.47 - $56.52 $12,718 - $14,243	252 Added 2.13%	12,078 $609,000
Q3 2024 Nov 06, 2024	SELL	$48.92 - $56.14 $15,899 - $18,245	-325 Reduced 2.67%	11,826 $654,000
Q2 2024 Jul 29, 2024	BUY	$47.58 - $52.85 $1,332 - $1,479	28 Added 0.23%	12,151 $628,000
Q1 2024 May 08, 2024	SELL	$45.19 - $49.53 $16,494 - $18,078	-365 Reduced 2.92%	12,123 $594,000
Q4 2023 Feb 12, 2024	BUY	$43.39 - $48.23 $13,017 - $14,468	300 Added 2.46%	12,488 $598,000
Q3 2023 Nov 06, 2023	SELL	$44.57 - $48.6 $6,195 - $6,755	-139 Reduced 1.13%	12,188 $546,000
Q2 2023 Aug 02, 2023	BUY	$43.47 - $47.63 $14,475 - $15,860	333 Added 2.78%	12,327 $566,000
Q1 2023 May 02, 2023	BUY	$42.49 - $47.5 $173,486 - $193,942	4,083 Added 51.61%	11,994 $537,000
Q4 2022 Feb 02, 2023	BUY	$37.62 - $44.13 $297,611 - $349,112	7,911 New	7,911 $337,000

Others Institutions Holding AVSE

# of Institutions

Shares Held

734K

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSE
Sector ETFs
Industry ETFs

More about AVSE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthstream Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Account

Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History