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 195 shares of AVRE stock, worth $8,334. This represents 0.0% of its overall portfolio holdings.

Number of Shares
195
Previous 990 80.3%
Holding current value
$8,334
Previous $40.8 Million 79.98%
% of portfolio
0.0%
Previous 0.03%

Shares

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

Mar 04, 2025

SELL
$41.03 - $46.91 $32,618 - $37,293
-795 Reduced 80.3%
195 $8.17 Million
Q3 2024

Feb 28, 2025

SELL
$40.95 - $48.28 $532 - $627
-13 Reduced 1.26%
1,022 $48.2 Million
Q2 2024

Mar 04, 2025

SELL
$38.89 - $42.05 $1,244 - $1,345
-32 Reduced 3.13%
990 $40.8 Million
Q1 2024

Feb 28, 2025

SELL
$40.52 - $43.42 $12,804 - $13,720
-316 Reduced 23.39%
1,035 $43.8 Million
Q4 2023

Feb 28, 2025

BUY
$35.51 - $43.68 $47,974 - $59,011
1,351 New
1,351 $58.5 Million

Others Institutions Holding AVRE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVRE
More about AVRE
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