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

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iht Wealth Management, LLC holds 37,796 shares of AVUV stock, worth $3.29 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

37,796

Previous 30,447 24.14%

Holding current value

$3.29 Million

Previous $2.92 Million 24.89%

% of portfolio

0.12%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$94.37 - $106.41 $693,525 - $782,007	7,349 Added 24.14%	37,796 $3.65 Million
Q3 2024 Nov 14, 2024	BUY	$88.24 - $99.7 $687,742 - $777,061	7,794 Added 34.41%	30,447 $2.92 Million
Q2 2024 Aug 14, 2024	SELL	$86.93 - $93.77 $731,950 - $789,543	-8,420 Reduced 27.1%	22,653 $2.03 Million
Q1 2024 May 15, 2024	SELL	$84.87 - $93.71 $2.94 Million - $3.25 Million	-34,659 Reduced 52.73%	31,073 $2.91 Million
Q4 2023 Feb 14, 2024	SELL	$73.38 - $91.25 $2.11 Million - $2.63 Million	-28,785 Reduced 30.45%	65,732 $5.9 Million
Q3 2023 Nov 14, 2023	BUY	$75.9 - $84.23 $292,063 - $324,117	3,848 Added 4.24%	94,517 $7.37 Million
Q2 2023 Aug 14, 2023	SELL	$69.33 - $77.71 $756,251 - $847,660	-10,908 Reduced 10.74%	90,669 $7.04 Million
Q1 2023 May 15, 2023	SELL	$70.61 - $84.06 $11.5 Million - $13.7 Million	-162,451 Reduced 61.53%	101,577 $7.52 Million
Q4 2022 Feb 14, 2023	BUY	$68.43 - $80.54 $14.2 Million - $16.7 Million	207,433 Added 366.52%	264,028 $19.7 Million
Q3 2022 Nov 22, 2022	BUY	$65.42 - $79.96 $950,421 - $1.16 Million	14,528 Added 34.54%	56,595 $3.74 Million
Q2 2022 Aug 15, 2022	SELL	$67.93 - $81.74 $118,469 - $142,554	-1,744 Reduced 3.98%	42,067 $2.88 Million
Q1 2022 May 16, 2022	BUY	$75.32 - $82.57 $163,971 - $179,754	2,177 Added 5.23%	43,811 $3.5 Million
Q4 2021 Feb 14, 2022	BUY	$75.12 - $83.87 $198,316 - $221,416	2,640 Added 6.77%	41,634 $3.32 Million
Q3 2021 Nov 15, 2021	BUY	$69.46 - $77.76 $965,841 - $1.08 Million	13,905 Added 55.42%	38,994 $2.95 Million
Q2 2021 Aug 16, 2021	BUY	$71.15 - $79.29 $1.79 Million - $1.99 Million	25,089 New	25,089 $1.91 Million

Others Institutions Holding AVUV

# of Institutions

840

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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