Heritage Wealth Management, Inc. /Ca/ American Centy ETF Tr Avantis Transaction History

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 18,822 shares of AVUV stock, worth $1.67 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

18,822

Previous 12,227 53.94%

Holding current value

$1.67 Million

Previous $1.17 Billion 54.86%

% of portfolio

1.31%

Previous 0.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$94.37 - $106.41 $622,370 - $701,773	6,595 Added 53.94%	18,822 $1.82 Billion
Q3 2024 Oct 18, 2024	SELL	$88.24 - $99.7 $14,647 - $16,550	-166 Reduced 1.34%	12,227 $1.17 Billion
Q2 2024 Jul 25, 2024	BUY	$86.93 - $93.77 $31,903 - $34,413	367 Added 3.05%	12,393 $1.11 Billion
Q1 2024 May 06, 2024	SELL	$84.87 - $93.71 $106,257 - $117,324	-1,252 Reduced 9.43%	12,026 $1.13 Billion
Q4 2023 Feb 14, 2024	BUY	$73.38 - $91.25 $974,339 - $1.21 Million	13,278 New	13,278 $1.19 Billion

Others Institutions Holding AVUV

# of Institutions

832

Shares Held

110M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Account

Heritage Wealth Management, Inc. /Ca/ American Centy ETF Tr Avantis Transaction History