Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 194,810 shares of AVDE stock, worth $12.7 Million. This represents 3.82% of its overall portfolio holdings.

Number of Shares

194,810

Previous 202,037 3.58%

Holding current value

$12.7 Million

Previous $12.9 Million 5.82%

% of portfolio

3.82%

Previous 4.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$61.17 - $65.29 $442,075 - $471,850	-7,227 Reduced 3.58%	194,810 $12.1 Million
Q1 2024 Jul 31, 2024	SELL	$58.3 - $63.83 $125,461 - $137,362	-2,152 Reduced 1.05%	202,037 $12.9 Million
Q4 2023 Jul 30, 2024	BUY	$52.98 - $60.62 $10.8 Million - $12.4 Million	204,189 New	204,189 $12.3 Million
Q3 2023 Aug 01, 2024	BUY	$55.54 - $59.61 $6,720 - $7,212	121 Added 0.06%	204,377 $11.4 Billion
Q2 2023 Aug 01, 2024	BUY	$55.68 - $59.23 $525,953 - $559,486	9,446 Added 4.85%	204,256 $11.7 Billion
Q1 2023 Aug 01, 2024	SELL	$53.37 - $58.39 $355,284 - $388,702	-6,657 Reduced 3.42%	188,153 $10.7 Billion

Others Institutions Holding AVDE

# of Institutions

344

Shares Held

66.5M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History