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 142,726 shares of AVIG stock, worth $5.89 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
142,726
Previous 161,647 11.71%
Holding current value
$5.89 Million
Previous $6.59 Billion 12.16%
% of portfolio
3.06%
Previous 4.06%

Shares

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

Mar 04, 2025

SELL
$40.48 - $42.48 $765,922 - $803,764
-18,921 Reduced 11.71%
142,726 $5.79 Billion
Q3 2024

Feb 28, 2025

BUY
$40.41 - $42.73 $521,571 - $551,516
12,907 Added 8.7%
161,210 $6.85 Billion
Q2 2024

Mar 04, 2025

BUY
$39.99 - $41.15 $17,475 - $17,982
437 Added 0.27%
161,647 $6.59 Billion
Q1 2024

Feb 28, 2025

BUY
$40.74 - $41.82 $108,735 - $111,617
2,669 Added 1.83%
148,303 $6.12 Billion
Q4 2023

Feb 28, 2025

BUY
$38.59 - $42.0 $5.62 Million - $6.12 Million
145,634 New
145,634 $6.09 Billion

Others Institutions Holding AVIG

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIG
  • Sector ETFs
  • Industry ETFs
More about AVIG
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