A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 6,922 shares of AVUV stock, worth $680,224. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,922
Previous 6,029 14.81%
Holding current value
$680,224
Previous $565 Million 9.93%
% of portfolio
0.23%
Previous 0.24%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$86.93 - $93.77 $77,628 - $83,736
893 Added 14.81%
6,922 $621 Million
Q1 2024

Apr 12, 2024

BUY
$84.87 - $93.71 $16,634 - $18,367
196 Added 3.36%
6,029 $565 Million
Q4 2023

Jan 12, 2024

BUY
$73.38 - $91.25 $22,674 - $28,196
309 Added 5.59%
5,833 $524 Million
Q3 2023

Oct 05, 2023

BUY
$75.9 - $84.23 $7,741 - $8,591
102 Added 1.88%
5,524 $431 Million
Q2 2023

Jul 13, 2023

BUY
$69.33 - $77.71 $21,492 - $24,090
310 Added 6.06%
5,422 $421 Million
Q1 2023

Apr 21, 2023

BUY
$70.61 - $84.06 $18,641 - $22,191
264 Added 5.45%
5,112 $379 Million
Q4 2022

Apr 21, 2023

BUY
$73.17 - $80.54 $354,728 - $390,457
4,848 New
4,848 $361 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. 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 Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.