Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,922 shares of AVUV stock, worth $186,587. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,922
Previous 1,598 20.28%
Holding current value
$186,587
Previous $143,000 28.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$88.24 - $99.7 $28,589 - $32,302
324 Added 20.28%
1,922 $184,000
Q2 2024

Jul 23, 2024
SELL
$86.93 - $93.77 $83,887 - $90,488
-965 Reduced 37.65%
1,598 $143,000
Q1 2024

May 03, 2024
BUY
$84.87 - $93.71 $192,909 - $213,002
2,273 Added 783.79%
2,563 $240,000
Q2 2023

Aug 08, 2023
BUY
$69.33 - $77.71 $9,706 - $10,879
140 Added 93.33%
290 $22,000
Q3 2022

Nov 14, 2022
BUY
$65.42 - $79.96 $9,813 - $11,993
150 New
150 $9,000

Others Institutions Holding AVUV

# of Institutions
735
Shares Held
99M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. 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 Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email