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 146,818 shares of AVUS stock, worth $13.9 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares
146,818
Previous 144,975 1.27%
Holding current value
$13.9 Million
Previous $13.1 Million 6.84%
% of portfolio
4.02%
Previous 4.11%

Shares

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

Oct 17, 2024
BUY
$86.27 - $95.15 $158,995 - $175,361
1,843 Added 1.27%
146,818 $14 Million
Q2 2024

Jul 31, 2024
SELL
$84.59 - $90.63 $936,834 - $1 Million
-11,075 Reduced 7.1%
144,975 $13.1 Million
Q1 2024

Jul 31, 2024
BUY
$79.93 - $89.5 $338,183 - $378,674
4,231 Added 2.79%
156,050 $14 Million
Q4 2023

Jul 30, 2024
BUY
$69.78 - $82.0 $10.6 Million - $12.4 Million
151,819 New
151,819 $12.4 Million
Q3 2023

Aug 01, 2024
SELL
$72.72 - $78.49 $179,545 - $193,791
-2,469 Reduced 1.59%
153,201 $11.2 Billion
Q2 2023

Aug 01, 2024
BUY
$68.92 - $75.19 $737,099 - $804,157
10,695 Added 7.38%
155,670 $11.7 Billion
Q1 2023

Aug 01, 2024
SELL
$67.42 - $74.29 $22,113 - $24,367
-328 Reduced 0.23%
144,647 $10.3 Billion
Q4 2022

Oct 10, 2024
BUY
$63.25 - $72.69 $277,351 - $318,745
4,385 Added 3.54%
128,354 $8.73 Billion
Q3 2022

Oct 10, 2024
SELL
$62.35 - $74.13 $1.31 Million - $1.56 Million
-21,006 Reduced 14.49%
123,969 $7.73 Billion
Q2 2022

Oct 17, 2024
BUY
$63.84 - $77.62 $719,029 - $874,234
11,263 Added 9.84%
125,749 $8.18 Billion
Q1 2022

Oct 17, 2024
SELL
$71.89 - $81.03 $2.32 Million - $2.62 Million
-32,332 Reduced 22.02%
114,486 $8.83 Billion

Others Institutions Holding AVUS

# of Institutions
389
Shares Held
76.6M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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