A detailed history of Intergy Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 63,132 shares of AVUV stock, worth $6.08 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
63,132
Previous 61,898 1.99%
Holding current value
$6.08 Million
Previous $5.55 Million 9.08%
% of portfolio
2.33%
Previous 2.31%

Shares

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

Oct 17, 2024

BUY
$88.24 - $99.7 $108,888 - $123,029
1,234 Added 1.99%
63,132 $6.06 Million
Q2 2024

Jul 15, 2024

BUY
$86.93 - $93.77 $195,853 - $211,263
2,253 Added 3.78%
61,898 $5.55 Million
Q1 2024

Apr 24, 2024

BUY
$84.87 - $93.71 $114,489 - $126,414
1,349 Added 2.31%
59,645 $5.59 Million
Q4 2023

Jan 11, 2024

BUY
$73.38 - $91.25 $239,145 - $297,383
3,259 Added 5.92%
58,296 $5.23 Million
Q3 2023

Oct 19, 2023

BUY
$75.9 - $84.23 $1.26 Million - $1.4 Million
16,629 Added 43.3%
55,037 $4.29 Million
Q2 2023

Aug 11, 2023

BUY
$69.33 - $77.71 $2.66 Million - $2.98 Million
38,408 New
38,408 $2.98 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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