Balboa Wealth Partners American Centy ETF Tr Avantis Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 2024

A detailed history of Balboa Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balboa Wealth Partners holds 4,890 shares of AVES stock, worth $226,455. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,890
Previous 4,707 3.89%
Holding current value
$226,455
Previous $229,000 10.92%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 06, 2024
BUY
$46.0 - $52.55 $8,418 - $9,616
183 Added 3.89%
4,890 $254,000
Q2 2024

Aug 13, 2024
SELL
$46.2 - $50.62 $36,313 - $39,787
-786 Reduced 14.31%
4,707 $229,000
Q4 2023

Feb 09, 2024
SELL
$41.72 - $46.26 $21,527 - $23,870
-516 Reduced 8.59%
5,493 $252,000
Q2 2023

Aug 08, 2023
SELL
$42.0 - $45.13 $25,578 - $27,484
-609 Reduced 9.2%
6,009 $262,000
Q1 2023

May 11, 2023
BUY
$40.93 - $45.34 $270,874 - $300,060
6,618 New
6,618 $282,000

Others Institutions Holding AVES

# of Institutions
113
Shares Held
7.05M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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