Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024

A detailed history of Lakeridge Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 79,720 shares of AVUS stock, worth $8 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares
79,720
Previous 63,729 25.09%
Holding current value
$8 Million
Previous $6.06 Billion 27.43%
% of portfolio
3.99%
Previous 3.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$94.36 - $102.06 $1.51 Million - $1.63 Million
15,991 Added 25.09%
79,720 $7.73 Billion
Q3 2024

Oct 07, 2024
BUY
$86.27 - $95.15 $1.06 Million - $1.16 Million
12,237 Added 23.76%
63,729 $6.06 Billion
Q2 2024

Aug 01, 2024
BUY
$84.59 - $90.63 $549,158 - $588,369
6,492 Added 14.43%
51,492 $4.64 Billion
Q1 2024

Apr 29, 2024
BUY
$79.93 - $89.5 $201,823 - $225,987
2,525 Added 5.94%
45,000 $4.03 Billion
Q4 2023

Feb 14, 2024
BUY
$69.78 - $82.0 $2.96 Million - $3.48 Million
42,475 New
42,475 $3.46 Billion

Others Institutions Holding AVUS

# of Institutions
411
Shares Held
85.4M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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