A detailed history of Bcr Wealth Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 317,407 shares of AVDE stock, worth $20.5 Million. This represents 10.04% of its overall portfolio holdings.

Number of Shares
317,407
Previous 303,682 4.52%
Holding current value
$20.5 Million
Previous $18.9 Million 12.52%
% of portfolio
10.04%
Previous 12.3%

Shares

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

Oct 18, 2024

BUY
$60.09 - $67.67 $824,735 - $928,770
13,725 Added 4.52%
317,407 $21.3 Million
Q2 2024

Jul 26, 2024

BUY
$61.17 - $65.29 $445,072 - $475,050
7,276 Added 2.45%
303,682 $18.9 Million
Q1 2024

May 03, 2024

BUY
$58.3 - $63.83 $195,013 - $213,511
3,345 Added 1.14%
296,406 $18.9 Million
Q4 2023

Jan 26, 2024

BUY
$52.98 - $60.62 $157,297 - $179,980
2,969 Added 1.02%
293,061 $17.7 Million
Q3 2023

Oct 20, 2023

SELL
$55.54 - $59.61 $160,732 - $172,511
-2,894 Reduced 0.99%
290,092 $16.1 Million
Q2 2023

Jul 14, 2023

SELL
$55.68 - $59.23 $258,744 - $275,241
-4,647 Reduced 1.56%
292,986 $16.8 Million
Q1 2023

May 05, 2023

SELL
$53.37 - $58.39 $277,950 - $304,095
-5,208 Reduced 1.72%
297,633 $17 Million
Q4 2022

Jan 30, 2023

BUY
$45.5 - $54.96 $326,553 - $394,447
7,177 Added 2.43%
302,841 $16.1 Million
Q3 2022

Nov 04, 2022

BUY
$45.36 - $54.56 $873,860 - $1.05 Million
19,265 Added 6.97%
295,664 $13.5 Million
Q2 2022

Jul 22, 2022

BUY
$50.6 - $61.08 $170,066 - $205,289
3,361 Added 1.23%
276,399 $14.1 Million
Q1 2022

Apr 29, 2022

BUY
$55.3 - $64.55 $618,917 - $722,443
11,192 Added 4.27%
273,038 $16.5 Million
Q4 2021

Feb 11, 2022

BUY
$60.93 - $65.74 $16 Million - $17.2 Million
261,846 New
261,846 $16.6 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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