A detailed history of Zhang Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Zhang Financial LLC holds 14,973 shares of AVUV stock, worth $1.46 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,973
Previous 15,701 4.64%
Holding current value
$1.46 Million
Previous $1.41 Million 1.99%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 15, 2024

SELL
$88.24 - $99.7 $64,238 - $72,581
-728 Reduced 4.64%
14,973 $1.44 Million
Q2 2024

Jul 19, 2024

BUY
$86.93 - $93.77 $459,077 - $495,199
5,281 Added 50.68%
15,701 $1.41 Million
Q1 2024

Apr 24, 2024

BUY
$84.87 - $93.71 $207,337 - $228,933
2,443 Added 30.63%
10,420 $976,000
Q4 2023

Jan 31, 2024

BUY
$73.38 - $91.25 $257,123 - $319,740
3,504 Added 78.34%
7,977 $716,000
Q3 2023

Oct 11, 2023

BUY
$75.9 - $84.23 $116,430 - $129,208
1,534 Added 52.19%
4,473 $348,000
Q2 2023

Jul 18, 2023

BUY
$69.33 - $77.71 $203,760 - $228,389
2,939 New
2,939 $228,000

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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