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

Wmg Financial Advisors, LLC

  • $215 Million
  • Q4 2024

A detailed history of Wmg Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 9,150 shares of AVES stock, worth $425,292. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,150
Previous 9,150 -0.0%
Holding current value
$425,292
Previous $477,000 11.53%
% of portfolio
0.2%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$46.0 - $52.55 $190,900 - $218,082
4,150 Added 83.0%
9,150 $477,000
Q4 2023

Feb 08, 2024
SELL
$41.72 - $46.26 $20,860 - $23,130
-500 Reduced 9.09%
5,000 $229,000
Q2 2023

Aug 03, 2023
BUY
$42.0 - $45.13 $231,000 - $248,215
5,500 New
5,500 $240,000
Q2 2022

Aug 08, 2022
SELL
$41.77 - $50.45 $187,965 - $227,025
-4,500 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
$45.69 - $51.98 $205,605 - $233,910
4,500 New
4,500 $221,000

Others Institutions Holding AVES

# of Institutions
115
Shares Held
7.22M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC 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 Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email