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

Wr Wealth Planners, LLC

$347 Million
Q3 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 6,010 shares of AVDV stock, worth $411,023. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,010

Previous 6,046 0.6%

Holding current value

$411,023

Previous $392,000 8.16%

% of portfolio

0.12%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$62.52 - $71.12 $2,250 - $2,560	-36 Reduced 0.6%	6,010 $424,000
Q2 2024 Jul 31, 2024	SELL	$63.81 - $68.36 $3,190 - $3,418	-50 Reduced 0.82%	6,046 $392,000
Q1 2024 Jul 31, 2024	SELL	$59.95 - $65.89 $3.93 Million - $4.32 Million	-65,522 Reduced 91.49%	6,096 $401,000
Q4 2023 Jul 30, 2024	BUY	$54.34 - $62.7 $3.89 Million - $4.49 Million	71,618 New	71,618 $4.48 Million
Q3 2023 Aug 01, 2024	SELL	$56.69 - $60.91 $173,641 - $186,567	-3,063 Reduced 4.15%	70,825 $4.1 Billion
Q2 2023 Aug 01, 2024	BUY	$56.07 - $60.13 $3.8 Million - $4.08 Million	67,842 Added 1122.1%	73,888 $4.25 Billion
Q1 2023 Aug 01, 2024	BUY	$55.2 - $60.58 $3.11 Million - $3.42 Million	56,378 Added 932.48%	62,424 $3.65 Billion
Q4 2022 Oct 10, 2024	BUY	$47.39 - $57.3 $225,386 - $272,518	4,756 Added 9.74%	53,580 $2.97 Billion
Q3 2022 Oct 10, 2024	BUY	$47.02 - $57.29 $2.01 Million - $2.45 Million	42,778 Added 707.54%	48,824 $2.32 Billion
Q2 2022 Oct 17, 2024	BUY	$52.51 - $63.48 $232,934 - $281,597	4,436 Added 10.04%	48,631 $2.57 Billion
Q1 2022 Oct 17, 2024	BUY	$57.89 - $66.21 $2.21 Million - $2.53 Million	38,185 Added 635.36%	44,195 $2.77 Billion

Others Institutions Holding AVDV

# of Institutions

361

Shares Held

77M

Call Options Held

100

Put Options Held

500

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

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