Websterrogers Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History

Websterrogers Financial Advisors, LLC

$281 Million
Q4 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 199,343 shares of AVIV stock, worth $10.8 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares

199,343

Previous 198,792 0.28%

Holding current value

$10.8 Million

Previous $11.2 Million 7.3%

% of portfolio

3.68%

Previous 4.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$51.24 - $55.81 $28,233 - $30,751	551 Added 0.28%	199,343 $10.3 Million
Q3 2024 Oct 15, 2024	BUY	$50.37 - $56.43 $160,730 - $180,068	3,191 Added 1.63%	198,792 $11.2 Million
Q2 2024 Jul 12, 2024	BUY	$52.26 - $55.37 $392,315 - $415,662	7,507 Added 3.99%	195,601 $10.3 Million
Q1 2024 May 14, 2024	BUY	$49.42 - $54.08 $1.95 Million - $2.14 Million	39,557 Added 26.63%	188,094 $10.2 Million
Q4 2023 Feb 14, 2024	BUY	$45.8 - $51.67 $239,625 - $270,337	5,232 Added 3.65%	148,537 $7.65 Million
Q3 2023 Nov 01, 2023	BUY	$47.37 - $50.8 $568,061 - $609,193	11,992 Added 9.13%	143,305 $6.9 Million
Q2 2023 Jul 26, 2023	BUY	$46.67 - $50.33 $341,344 - $368,113	7,314 Added 5.9%	131,313 $6.39 Million
Q1 2023 May 03, 2023	BUY	$45.01 - $49.82 $450,640 - $498,797	10,012 Added 8.78%	123,999 $5.98 Million
Q4 2022 Feb 06, 2023	BUY	$38.26 - $46.54 $4.36 Million - $5.3 Million	113,987 New	113,987 $5.14 Million

Others Institutions Holding AVIV

# of Institutions

110

Shares Held

6.19M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

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Websterrogers Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History