Ima Wealth, Inc. American Centy ETF Tr Avantis Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

A detailed history of Ima Wealth, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ima Wealth, Inc. holds 35,322 shares of AVUV stock, worth $3.43 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

35,322

Previous 31,385 12.54%

Holding current value

$3.43 Million

Previous $2.82 Million 20.39%

% of portfolio

0.74%

Previous 1.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$88.24 - $99.7 $347,400 - $392,518	3,937 Added 12.54%	35,322 $3.39 Million
Q2 2024 Jul 25, 2024	SELL	$86.93 - $93.77 $2,955 - $3,188	-34 Reduced 0.11%	31,385 $2.82 Million
Q1 2024 Apr 24, 2024	BUY	$84.87 - $93.71 $146,909 - $162,212	1,731 Added 5.83%	31,419 $2.94 Million
Q4 2023 Feb 05, 2024	SELL	$73.38 - $91.25 $1,100 - $1,368	-15 Reduced 0.05%	29,688 $2.67 Million
Q3 2023 Nov 28, 2023	BUY	$75.9 - $84.23 $2.25 Million - $2.5 Million	29,703 New	29,703 $2.32 Million

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

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 Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Account