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

Wealthstream Advisors, Inc.

$502 Million
Q3 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 11,826 shares of AVSE stock, worth $607,146. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,826

Previous 12,151 2.67%

Holding current value

$607,146

Previous $628,000 4.14%

% of portfolio

0.13%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

681K

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

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