Wheelhouse Advisory Group LLC American Centy ETF Tr Avantis Transaction History

Wheelhouse Advisory Group LLC

$168 Billion
Q4 2024

A detailed history of Wheelhouse Advisory Group LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 118,185 shares of AVSC stock, worth $6.63 Million. This represents 6.77% of its overall portfolio holdings.

Number of Shares

118,185

Previous 112,749 4.82%

Holding current value

$6.63 Million

Previous $10.8 Billion 5.45%

% of portfolio

6.77%

Previous 6.96%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$52.7 - $59.57 $286,477 - $323,822	5,436 Added 4.82%	118,185 $11.4 Billion
Q3 2024 Oct 29, 2024	BUY	$49.07 - $56.13 $326,658 - $373,657	6,657 Added 6.27%	112,749 $10.8 Billion
Q2 2024 Jul 18, 2024	BUY	$47.89 - $52.25 $425,933 - $464,711	8,894 Added 9.15%	106,092 $9.5 Billion
Q1 2024 Apr 23, 2024	BUY	$47.8 - $52.36 $406,204 - $444,955	8,498 Added 9.58%	97,198 $9.11 Billion
Q4 2023 Jan 31, 2024	BUY	$41.17 - $52.01 $3.65 Million - $4.61 Million	88,700 New	88,700 $7.97 Billion

Others Institutions Holding AVSC

# of Institutions

131

Shares Held

22.7M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

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Wheelhouse Advisory Group LLC American Centy ETF Tr Avantis Transaction History