Discipline Wealth Solutions, LLC American Centy ETF Tr Avantis Transaction History

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 43,100 shares of AVDV stock, worth $2.8 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
43,100
Previous 34,298 25.66%
Holding current value
$2.8 Million
Previous $2.23 Million 36.73%
% of portfolio
1.67%
Previous 1.76%

Shares

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

Nov 19, 2024
BUY
$62.52 - $71.12 $550,301 - $625,998
8,802 Added 25.66%
43,100 $3.05 Million
Q2 2024

Aug 07, 2024
BUY
$63.81 - $68.36 $820,979 - $879,519
12,866 Added 60.03%
34,298 $2.23 Million
Q1 2024

May 03, 2024
BUY
$59.95 - $65.89 $148,915 - $163,670
2,484 Added 13.11%
21,432 $1.41 Million
Q4 2023

Feb 09, 2024
BUY
$54.34 - $62.7 $1.03 Million - $1.19 Million
18,948 New
18,948 $1.18 Million

Others Institutions Holding AVDV

# of Institutions
375
Shares Held
78.4M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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