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 20,644 shares of AVUV stock, worth $2.02 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
20,644
Previous 12,442 65.92%
Holding current value
$2.02 Million
Previous $1.12 Billion 77.44%
% of portfolio
0.4%
Previous 0.25%

Shares

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

Nov 06, 2024

BUY
$88.24 - $99.7 $723,744 - $817,739
8,202 Added 65.92%
20,644 $1.98 Billion
Q2 2024

Aug 12, 2024

BUY
$86.93 - $93.77 $139,870 - $150,875
1,609 Added 14.85%
12,442 $1.12 Billion
Q1 2024

May 15, 2024

BUY
$84.87 - $93.71 $248,159 - $274,008
2,924 Added 36.97%
10,833 $1.02 Billion
Q4 2023

Feb 13, 2024

BUY
$73.38 - $91.25 $580,362 - $721,696
7,909 New
7,909 $710 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


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