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

Websterrogers Financial Advisors, LLC

$274 Million
Q1 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 188,094 shares of AVIV stock, worth $9.86 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares

188,094

Previous 148,537 26.63%

Holding current value

$9.86 Million

Previous $7.65 Million 33.04%

% of portfolio

3.72%

Previous 3.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$41.29 - $46.54 $4.71 Million - $5.3 Million	113,987 New	113,987 $5.14 Million

Others Institutions Holding AVIV

# of Institutions

Shares Held

4.02M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

More about AVIV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Websterrogers Financial Advisors, LLC with notifications on news.

Account

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