Cardinal Point Wealth Management Partners, LLC American Centy ETF Tr Avantis Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 14,035 shares of AVDV stock, worth $966,871. This represents 0.25% of its overall portfolio holdings.

Number of Shares

14,035

Previous 7,435 88.77%

Holding current value

$966,871

Previous $411,000 99.51%

% of portfolio

0.25%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$55.2 - $60.58 $364,320 - $399,828	6,600 Added 88.77%	14,035 $820,000
Q4 2022 Feb 07, 2023	SELL	$47.39 - $57.3 $104,258 - $126,060	-2,200 Reduced 22.83%	7,435 $411,000
Q3 2022 Nov 02, 2022	SELL	$47.02 - $57.29 $102,973 - $125,465	-2,190 Reduced 18.52%	9,635 $469,000
Q2 2022 Jul 19, 2022	SELL	$52.51 - $63.48 $53,822 - $65,067	-1,025 Reduced 7.98%	11,825 $624,000
Q1 2022 May 02, 2022	BUY	$57.89 - $66.21 $259,057 - $296,289	4,475 Added 53.43%	12,850 $804,000
Q4 2021 Feb 10, 2022	BUY	$61.47 - $67.38 $514,811 - $564,307	8,375 New	8,375 $541,000

Others Institutions Holding AVDV

# of Institutions

416

Shares Held

76.4M

Call Options Held

Put Options Held

200

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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Cardinal Point Wealth Management Partners, LLC American Centy ETF Tr Avantis Transaction History