A detailed history of Lpl Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lpl Financial LLC holds 107,090 shares of AVRE stock, worth $4.51 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
107,090
Previous 68,211 57.0%
Holding current value
$4.51 Million
Previous $2.81 Million 79.58%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$40.95 - $48.28 $1.59 Million - $1.88 Million
38,879 Added 57.0%
107,090 $5.05 Million
Q2 2024

Aug 07, 2024

BUY
$38.89 - $42.05 $131,137 - $141,792
3,372 Added 5.2%
68,211 $2.81 Million
Q1 2024

May 10, 2024

BUY
$40.52 - $43.42 $162,687 - $174,331
4,015 Added 6.6%
64,839 $2.74 Million
Q4 2023

Feb 14, 2024

BUY
$35.51 - $43.68 $550,653 - $677,345
15,507 Added 34.22%
60,824 $2.63 Million
Q3 2023

Nov 13, 2023

BUY
$37.14 - $42.66 $813,143 - $933,998
21,894 Added 93.47%
45,317 $1.7 Million
Q2 2023

Jul 31, 2023

BUY
$39.41 - $41.99 $78,741 - $83,896
1,998 Added 9.33%
23,423 $958,000
Q1 2023

May 10, 2023

BUY
$39.04 - $45.85 $76,752 - $90,141
1,966 Added 10.1%
21,425 $888,000
Q4 2022

Feb 07, 2023

BUY
$36.95 - $43.22 $719,010 - $841,017
19,459 New
19,459 $800,000

Others Institutions Holding AVRE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.