Wespac Advisors So Cal, LLC American Centy ETF Tr Avantis Transaction History

Wespac Advisors So Cal, LLC

$377 Million
Q1 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 154,433 shares of AVUV stock, worth $13.9 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares

154,433

Previous 153,405 0.67%

Holding current value

$13.9 Million

Previous $13.8 Million 5.05%

% of portfolio

3.83%

Previous 4.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$84.87 - $93.71 $87,246 - $96,333	1,028 Added 0.67%	154,433 $14.5 Million
Q4 2023 Jan 25, 2024	SELL	$73.38 - $91.25 $1.05 Million - $1.31 Million	-14,310 Reduced 8.53%	153,405 $13.8 Million
Q3 2023 Nov 09, 2023	BUY	$75.9 - $84.23 $4,174 - $4,632	55 Added 0.03%	167,715 $13.1 Million
Q2 2023 Jul 20, 2023	BUY	$69.33 - $77.71 $166,461 - $186,581	2,401 Added 1.45%	167,660 $13 Million
Q1 2023 May 15, 2023	BUY	$70.61 - $84.06 $4.64 Million - $5.52 Million	65,654 Added 65.91%	165,259 $12.2 Million

Q4 2022 Jan 25, 2023	BUY	$73.17 - $80.54 $7.29 Million - $8.02 Million	99,605 New	99,605 $0

Others Institutions Holding AVUV

# of Institutions

636

Shares Held

80.7M

Call Options Held

24.4K

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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Wespac Advisors So Cal, LLC American Centy ETF Tr Avantis Transaction History