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

Wealthstream Advisors, Inc.

$255 Million
Q1 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 12,123 shares of AVSE stock, worth $627,365. This represents 0.23% of its overall portfolio holdings.

Number of Shares

12,123

Previous 12,488 2.92%

Holding current value

$627,365

Previous $598,000 0.67%

% of portfolio

0.23%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$38.15 - $44.13 $301,804 - $349,112	7,911 New	7,911 $337,000

Others Institutions Holding AVSE

# of Institutions

Shares Held

614K

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSE
Sector ETFs
Industry ETFs

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