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 144,975 shares of AVUS stock, worth $13.4 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

144,975

Previous 156,050 7.1%

Holding current value

$13.4 Million

Previous $14 Million 6.38%

% of portfolio

4.11%

Previous 4.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Others Institutions Holding AVUS

# of Institutions

381

Shares Held

76M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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