Creative Planning American Centy ETF Tr Avantis Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 27,825 shares of AVRE stock, worth $1.18 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

27,825

Previous 25,689 8.31%

Holding current value

$1.18 Million

Previous $1.06 Million 23.91%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$40.95 - $48.28 $87,469 - $103,126	2,136 Added 8.31%	27,825 $1.31 Million
Q2 2024 Aug 15, 2024	BUY	$38.89 - $42.05 $16,644 - $17,997	428 Added 1.69%	25,689 $1.06 Million
Q1 2024 May 10, 2024	BUY	$40.52 - $43.42 $58,632 - $62,828	1,447 Added 6.08%	25,261 $1.07 Million
Q4 2023 Feb 14, 2024	BUY	$35.51 - $43.68 $22,193 - $27,300	625 Added 2.7%	23,814 $1.03 Million
Q3 2023 Nov 16, 2023	SELL	$37.14 - $42.66 $1,337 - $1,535	-36 Reduced 0.16%	23,189 $871,000
Q2 2023 Jul 21, 2023	SELL	$39.41 - $41.99 $125,166 - $133,360	-3,176 Reduced 12.03%	23,225 $950,000
Q1 2023 May 15, 2023	BUY	$39.04 - $45.85 $1.03 Million - $1.21 Million	26,401 New	26,401 $1.09 Million

Others Institutions Holding AVRE

# of Institutions

121

Shares Held

9.26M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

More about AVRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning American Centy ETF Tr Avantis Transaction History