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

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geo Wealth Management, LLC holds 87,842 shares of AVDV stock, worth $5.93 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
87,842
Previous 94,172 6.72%
Holding current value
$5.93 Million
Previous $6.12 Million 1.49%
% of portfolio
0.23%
Previous 0.28%

Shares

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

Nov 12, 2024
SELL
$62.52 - $71.12 $395,751 - $450,189
-6,330 Reduced 6.72%
87,842 $6.21 Million
Q2 2024

Aug 12, 2024
BUY
$63.81 - $68.36 $1.24 Million - $1.33 Million
19,401 Added 25.95%
94,172 $6.12 Million
Q1 2024

May 15, 2024
BUY
$59.95 - $65.89 $4.48 Million - $4.93 Million
74,771 New
74,771 $4.92 Million

Others Institutions Holding AVDV

# of Institutions
388
Shares Held
71.5M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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

Track Geo Wealth Management, LLC Portfolio

Follow Geo 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email