Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 73,985 shares of AVDV stock, worth $5 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares
73,985
Previous 71,520 3.45%
Holding current value
$5 Million
Previous $5.05 Billion 6.25%
% of portfolio
3.55%
Previous 3.75%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$63.85 - $70.4 $157,390 - $173,536
2,465 Added 3.45%
73,985 $4.74 Billion
Q3 2024

Nov 13, 2024
BUY
$62.52 - $71.12 $100,657 - $114,503
1,610 Added 2.3%
71,520 $5.05 Billion
Q2 2024

Aug 12, 2024
BUY
$63.81 - $68.36 $263,981 - $282,805
4,137 Added 6.29%
69,910 $4.54 Billion
Q1 2024

May 02, 2024
SELL
$59.95 - $65.89 $13,548 - $14,891
-226 Reduced 0.34%
65,773 $4.33 Billion
Q4 2023

Feb 14, 2024
BUY
$54.34 - $62.7 $3.59 Million - $4.14 Million
65,999 New
65,999 $4.12 Billion

Others Institutions Holding AVDV

# of Institutions
427
Shares Held
78.2M
Call Options Held
200
Put Options Held
500
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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