Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024

A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 24,709 shares of AVDV stock, worth $1.74 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
24,709
Previous 39,833 37.97%
Holding current value
$1.74 Million
Previous $2.59 Billion 37.84%
% of portfolio
0.85%
Previous 1.59%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 04, 2025
SELL
$63.85 - $70.4 $965,667 - $1.06 Million
-15,124 Reduced 37.97%
24,709 $1.61 Billion
Q3 2024

Feb 28, 2025
BUY
$62.52 - $71.12 $59,706 - $67,919
955 Added 3.92%
25,340 $1.79 Billion
Q2 2024

Mar 04, 2025
BUY
$63.81 - $68.36 $924,798 - $990,741
14,493 Added 57.19%
39,833 $2.59 Billion
Q1 2024

Feb 28, 2025
BUY
$59.95 - $65.89 $132,189 - $145,287
2,205 Added 9.94%
24,385 $1.61 Billion
Q4 2023

Feb 28, 2025
BUY
$54.34 - $62.7 $1.21 Million - $1.39 Million
22,180 New
22,180 $1.39 Billion

Others Institutions Holding AVDV

# of Institutions
433
Shares Held
78.5M
Call Options Held
200
Put Options Held
500
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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