Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 19,322 shares of AVDE stock, worth $1.24 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

19,322

Previous 19,183 0.72%

Holding current value

$1.24 Million

Previous $1.19 Billion 8.44%

% of portfolio

0.07%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$60.09 - $67.67 $8,352 - $9,406	139 Added 0.72%	19,322 $1.3 Billion
Q2 2024 Aug 14, 2024	SELL	$61.17 - $65.29 $27,710 - $29,576	-453 Reduced 2.31%	19,183 $1.19 Billion
Q1 2024 May 08, 2024	SELL	$58.3 - $63.83 $20,055 - $21,957	-344 Reduced 1.72%	19,636 $1.25 Billion
Q4 2023 Feb 09, 2024	SELL	$52.98 - $60.62 $482,965 - $552,611	-9,116 Reduced 31.33%	19,980 $1.2 Billion
Q3 2023 Nov 02, 2023	BUY	$55.54 - $59.61 $91,641 - $98,356	1,650 Added 6.01%	29,096 $1.62 Billion
Q2 2023 Aug 11, 2023	BUY	$55.68 - $59.23 $506,075 - $538,341	9,089 Added 49.51%	27,446 $1.58 Billion
Q1 2023 May 01, 2023	SELL	$53.37 - $58.39 $11,741 - $12,845	-220 Reduced 1.18%	18,357 $1.05 Billion
Q4 2022 Feb 14, 2023	BUY	$45.5 - $54.96 $845,253 - $1.02 Million	18,577 New	18,577 $988 Million

Others Institutions Holding AVDE

# of Institutions

389

Shares Held

75.9M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History