A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 36,522 shares of AVIV stock, worth $1.98 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36,522
Previous 40,569 9.98%
Holding current value
$1.98 Million
Previous $2.13 Million 3.62%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

SELL
$50.37 - $56.43 $203,847 - $228,372
-4,047 Reduced 9.98%
36,522 $2.05 Million
Q2 2024

Aug 15, 2024

BUY
$52.26 - $55.37 $1.7 Million - $1.8 Million
32,495 Added 402.46%
40,569 $2.13 Million
Q1 2024

May 10, 2024

BUY
$49.42 - $54.08 $1,729 - $1,892
35 Added 0.44%
8,074 $436,000
Q3 2023

Nov 16, 2023

SELL
$47.37 - $50.8 $100,140 - $107,391
-2,114 Reduced 20.82%
8,039 $386,000
Q1 2023

May 15, 2023

BUY
$45.01 - $49.82 $456,986 - $505,822
10,153 New
10,153 $489,000

Others Institutions Holding AVIV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
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