Wetherby Asset Management Inc American Centy ETF Tr Avantis Transaction History

Wetherby Asset Management Inc

  • $2.06 Billion
  • Q1 2024

A detailed history of Wetherby Asset Management Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wetherby Asset Management Inc holds 21,850 shares of AVDE stock, worth $1.37 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
21,850
Previous 25,000 12.6%
Holding current value
$1.37 Million
Previous $1.51 Million 7.81%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$58.3 - $63.83 $183,645 - $201,064
-3,150 Reduced 12.6%
21,850 $1.39 Million
Q2 2023

Aug 14, 2023
BUY
$55.68 - $59.23 $1.39 Million - $1.48 Million
25,000 New
25,000 $1.44 Million

Others Institutions Holding AVDE

# of Institutions
327
Shares Held
55.2M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email