Iag Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Iag Wealth Partners, LLC

$544 Million
Q4 2024

A detailed history of Iag Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 17,485 shares of AVDV stock, worth $1.19 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

17,485

Previous 17,850 2.04%

Holding current value

$1.19 Million

Previous $1.26 Million 9.83%

% of portfolio

0.21%

Previous 0.24%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$63.85 - $70.4 $23,305 - $25,696	-365 Reduced 2.04%	17,485 $1.14 Million
Q3 2024 Oct 29, 2024	SELL	$62.52 - $71.12 $32,010 - $36,413	-512 Reduced 2.79%	17,850 $1.26 Million
Q2 2024 Jul 16, 2024	SELL	$63.81 - $68.36 $111,667 - $119,630	-1,750 Reduced 8.7%	18,362 $1.19 Million
Q1 2024 Apr 24, 2024	SELL	$59.95 - $65.89 $30,694 - $33,735	-512 Reduced 2.48%	20,112 $1.32 Million
Q4 2023 Feb 02, 2024	SELL	$54.34 - $62.7 $480,419 - $554,330	-8,841 Reduced 30.01%	20,624 $1.29 Million
Q3 2023 Oct 24, 2023	SELL	$56.69 - $60.91 $214,401 - $230,361	-3,782 Reduced 11.38%	29,465 $1.7 Million
Q2 2023 Aug 10, 2023	BUY	$56.07 - $60.13 $19,007 - $20,384	339 Added 1.03%	33,247 $1.91 Million
Q1 2023 Apr 25, 2023	SELL	$55.2 - $60.58 $34,610 - $37,983	-627 Reduced 1.87%	32,908 $1.92 Million
Q4 2022 Feb 08, 2023	BUY	$47.39 - $57.3 $49,996 - $60,451	1,055 Added 3.25%	33,535 $1.86 Million
Q3 2022 Oct 26, 2022	BUY	$47.02 - $57.29 $832,301 - $1.01 Million	17,701 Added 119.77%	32,480 $1.54 Million
Q2 2022 Aug 03, 2022	SELL	$52.51 - $63.48 $502,415 - $607,376	-9,568 Reduced 39.3%	14,779 $780,000
Q1 2022 May 04, 2022	BUY	$57.89 - $66.21 $704,058 - $805,246	12,162 Added 99.81%	24,347 $1.52 Million
Q4 2021 Feb 14, 2022	BUY	$61.47 - $67.38 $572,531 - $627,577	9,314 Added 324.42%	12,185 $787,000
Q3 2021 Nov 04, 2021	BUY	$62.22 - $67.58 $61,535 - $66,836	989 Added 52.55%	2,871 $186,000
Q2 2021 Aug 04, 2021	BUY	$63.07 - $67.81 $118,697 - $127,618	1,882 New	1,882 $122,000

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

Ticker AVDV
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Industry ETFs

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Iag Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History