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 10,697 shares of AVUV stock, worth $985,835. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,697
Previous 9,265 15.46%
Holding current value
$985,835
Previous $690,000 14.78%
% of portfolio
0.24%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
BUY
$70.61 - $84.06 $101,113 - $120,373
1,432 Added 15.46%
10,697 $792,000
Q4 2022

Feb 07, 2023
SELL
$68.43 - $80.54 $200,499 - $235,982
-2,930 Reduced 24.03%
9,265 $690,000
Q3 2022

Nov 02, 2022
BUY
$65.42 - $79.96 $9,485 - $11,594
145 Added 1.2%
12,195 $848,000
Q1 2022

May 02, 2022
BUY
$75.32 - $82.57 $438,738 - $480,970
5,825 Added 93.57%
12,050 $962,000
Q4 2021

Feb 10, 2022
BUY
$75.12 - $83.87 $467,622 - $522,090
6,225 New
6,225 $496,000

Others Institutions Holding AVUV

# of Institutions
832
Shares Held
110M
Call Options Held
7.5K
Put Options Held
13K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email