Dopkins Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Dopkins Wealth Management, LLC

  • $189 Million
  • Q4 2024

A detailed history of Dopkins Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 85,138 shares of AVDV stock, worth $5.8 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
85,138
Previous 36,451 133.57%
Holding current value
$5.8 Million
Previous $2.58 Million 115.15%
% of portfolio
2.93%
Previous 2.14%

Shares

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

Feb 10, 2025
BUY
$63.85 - $70.4 $3.11 Million - $3.43 Million
48,687 Added 133.57%
85,138 $5.54 Million
Q3 2024

Nov 06, 2024
SELL
$62.52 - $71.12 $2.34 Million - $2.66 Million
-37,463 Reduced 50.68%
36,451 $2.58 Million
Q2 2024

Jul 30, 2024
BUY
$63.81 - $68.36 $35,350 - $37,871
554 Added 0.76%
73,914 $4.8 Million
Q1 2024

May 03, 2024
BUY
$59.95 - $65.89 $243,217 - $267,315
4,057 Added 5.85%
73,360 $4.83 Million
Q4 2023

Jan 25, 2024
BUY
$54.34 - $62.7 $119,330 - $137,689
2,196 Added 3.27%
69,303 $4.33 Million
Q3 2023

Nov 13, 2023
BUY
$56.69 - $60.91 $127,949 - $137,473
2,257 Added 3.48%
67,107 $3.88 Million
Q2 2023

Aug 07, 2023
BUY
$56.07 - $60.13 $98,963 - $106,129
1,765 Added 2.8%
64,850 $3.73 Million
Q1 2023

May 05, 2023
SELL
$55.2 - $60.58 $160,080 - $175,682
-2,900 Reduced 4.39%
63,085 $3.69 Million
Q4 2022

Feb 07, 2023
BUY
$47.39 - $57.3 $2.84 Million - $3.43 Million
59,880 Added 980.84%
65,985 $3.65 Million
Q3 2022

Nov 01, 2022
BUY
$47.02 - $57.29 $287,057 - $349,755
6,105 New
6,105 $290,000

Others Institutions Holding AVDV

# of Institutions
422
Shares Held
77.9M
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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