Big Sur Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Big Sur Wealth Management LLC

$341 Million
Q4 2024

A detailed history of Big Sur Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 26,587 shares of AVUV stock, worth $2.35 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

26,587

Previous 19,013 39.84%

Holding current value

$2.35 Million

Previous $1.82 Million 40.68%

% of portfolio

0.75%

Previous 0.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$94.37 - $106.41 $714,758 - $805,949	7,574 Added 39.84%	26,587 $2.57 Million
Q3 2024 Oct 16, 2024	BUY	$88.24 - $99.7 $47,914 - $54,137	543 Added 2.94%	19,013 $1.82 Million
Q2 2024 Jul 22, 2024	BUY	$86.93 - $93.77 $347,720 - $375,080	4,000 Added 27.64%	18,470 $1.66 Million
Q4 2023 Feb 12, 2024	BUY	$73.38 - $91.25 $88,056 - $109,500	1,200 Added 9.04%	14,470 $1.3 Million
Q3 2023 Nov 13, 2023	BUY	$75.9 - $84.23 $55,407 - $61,487	730 Added 5.82%	13,270 $1.03 Million
Q4 2022 Feb 09, 2023	BUY	$68.43 - $80.54 $45,163 - $53,156	660 Added 5.56%	12,540 $934,000
Q3 2022 Nov 08, 2022	BUY	$65.42 - $79.96 $777,189 - $949,924	11,880 New	11,880 $786,000

Others Institutions Holding AVUV

# of Institutions

837

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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Big Sur Wealth Management LLC American Centy ETF Tr Avantis Transaction History