Avantax Planning Partners, Inc. American Centy ETF Tr Avantis Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 848,684 shares of AVUV stock, worth $81.6 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
848,684
Previous 965,855 12.13%
Holding current value
$81.6 Million
Previous $86.7 Million 6.03%
% of portfolio
2.93%
Previous 2.8%

Shares

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

Nov 13, 2024
SELL
$88.24 - $99.7 $10.3 Million - $11.7 Million
-117,171 Reduced 12.13%
848,684 $81.4 Million
Q2 2024

Aug 09, 2024
BUY
$86.93 - $93.77 $7.56 Million - $8.16 Million
86,996 Added 9.9%
965,855 $86.7 Million
Q1 2024

May 02, 2024
BUY
$84.87 - $93.71 $74.6 Million - $82.4 Million
878,859 New
878,859 $82.4 Million

Others Institutions Holding AVUV

# of Institutions
735
Shares Held
99M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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