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

Lji Wealth Management, LLC

  • $508 Billion
  • Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lji Wealth Management, LLC holds 3,482 shares of AVDV stock, worth $229,359. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,482
Previous 3,463 0.55%
Holding current value
$229,359
Previous $245 Million 7.42%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 28, 2025
BUY
$63.85 - $70.4 $1,213 - $1,337
19 Added 0.55%
3,482 $227 Million
Q3 2024

Nov 06, 2024
BUY
$62.52 - $71.12 $216,506 - $246,288
3,463 New
3,463 $245 Million
Q3 2023

Feb 02, 2024
SELL
$56.69 - $60.91 $2.32 Million - $2.49 Million
-40,925 Closed
0 $0
Q2 2023

Feb 02, 2024
BUY
$56.07 - $60.13 $2.29 Million - $2.46 Million
40,925 New
40,925 $40.9 Million

Others Institutions Holding AVDV

# of Institutions
383
Shares Held
81M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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

Track Lji Wealth Management, LLC Portfolio

Follow Lji 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 Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email