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

Janiczek Wealth Management, LLC

  • $475 Million
  • Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 642,399 shares of AVDE stock, worth $42.1 Million. This represents 8.43% of its overall portfolio holdings.

Number of Shares
642,399
Previous 457,652 40.37%
Holding current value
$42.1 Million
Previous $29.2 Million 37.11%
% of portfolio
8.43%
Previous 6.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$61.17 - $65.29 $11.3 Million - $12.1 Million
184,747 Added 40.37%
642,399 $40 Million
Q1 2024

Apr 15, 2024
BUY
$58.3 - $63.83 $1.25 Million - $1.37 Million
21,526 Added 4.94%
457,652 $29.2 Million
Q4 2023

Jan 26, 2024
SELL
$52.98 - $60.62 $241,853 - $276,730
-4,565 Reduced 1.04%
436,126 $26.4 Million
Q3 2023

Oct 13, 2023
BUY
$55.54 - $59.61 $418,993 - $449,697
7,544 Added 1.74%
440,691 $24.5 Million
Q2 2023

Jul 11, 2023
BUY
$55.68 - $59.23 $121,215 - $128,943
2,177 Added 0.51%
433,147 $24.9 Million
Q1 2023

Apr 21, 2023
BUY
$53.37 - $58.39 $11.9 Million - $13.1 Million
223,623 Added 107.85%
430,970 $24.6 Million
Q4 2022

Jan 20, 2023
BUY
$45.5 - $54.96 $317,408 - $383,400
6,976 Added 3.48%
207,347 $0
Q3 2022

Oct 17, 2022
BUY
$45.36 - $54.56 $221,266 - $266,143
4,878 Added 2.5%
200,371 $9.27 Million
Q2 2022

Aug 03, 2022
SELL
$50.6 - $61.08 $240,552 - $290,374
-4,754 Reduced 2.37%
195,493 $10.5 Million
Q1 2022

May 05, 2022
BUY
$55.3 - $64.55 $11.1 Million - $12.9 Million
200,247 New
200,247 $12.1 Million

Others Institutions Holding AVDE

# of Institutions
424
Shares Held
81.2M
Call Options Held
800
Put Options Held
1.6K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Janiczek Wealth Management, LLC Portfolio

Follow Janiczek Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Janiczek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janiczek Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email