Lutz Financial Services LLC American Centy ETF Tr Avantis Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

A detailed history of Lutz Financial Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lutz Financial Services LLC holds 144,443 shares of AVDE stock, worth $8.78 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

144,443

Previous 143,425 0.71%

Holding current value

$8.78 Million

Previous $8.93 Million 8.43%

% of portfolio

0.79%

Previous 0.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$60.09 - $67.67 $61,171 - $68,888	1,018 Added 0.71%	144,443 $9.68 Million
Q2 2024 Jul 29, 2024	SELL	$61.17 - $65.29 $41,412 - $44,201	-677 Reduced 0.47%	143,425 $8.93 Million
Q1 2024 May 03, 2024	SELL	$58.3 - $63.83 $84,476 - $92,489	-1,449 Reduced 1.0%	144,102 $9.19 Million
Q4 2023 Feb 07, 2024	BUY	$52.98 - $60.62 $1.25 Million - $1.43 Million	23,552 Added 19.31%	145,551 $8.8 Million
Q3 2023 Nov 03, 2023	BUY	$55.54 - $59.61 $47,375 - $50,847	853 Added 0.7%	121,999 $6.79 Million
Q2 2023 Aug 07, 2023	SELL	$55.68 - $59.23 $15,757 - $16,762	-283 Reduced 0.23%	121,146 $6.95 Million
Q1 2023 May 01, 2023	BUY	$53.37 - $58.39 $353,042 - $386,249	6,615 Added 5.76%	121,429 $6.93 Million
Q4 2022 Feb 06, 2023	BUY	$45.5 - $54.96 $5.22 Million - $6.31 Million	114,814 New	114,814 $6.11 Million

Others Institutions Holding AVDE

# of Institutions

361

Shares Held

67.1M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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Lutz Financial Services LLC American Centy ETF Tr Avantis Transaction History