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 71,966 shares of AVSC stock, worth $3.72 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
71,966
Previous 68,092 5.69%
Holding current value
$3.72 Million
Previous $3.57 Billion 9.04%
% of portfolio
2.24%
Previous 2.41%

Shares

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

Feb 28, 2025

BUY
$49.07 - $56.13 $190,097 - $217,447
3,874 Added 5.69%
71,966 $3.89 Billion
Q1 2024

Feb 28, 2025

BUY
$47.8 - $52.36 $308,357 - $337,774
6,451 Added 10.47%
68,092 $3.57 Billion
Q4 2023

Feb 28, 2025

BUY
$41.17 - $52.01 $2.54 Million - $3.21 Million
61,641 New
61,641 $3.15 Billion

Others Institutions Holding AVSC

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVSC
More about AVSC
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.