Ml & R Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024

A detailed history of Ml & R Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 27,304 shares of AVUV stock, worth $2.73 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
27,304
Previous 32,585 16.21%
Holding current value
$2.73 Million
Previous $2.93 Million 12.58%
% of portfolio
0.59%
Previous 0.66%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$84.87 - $93.71 $448,198 - $494,882
-5,281 Reduced 16.21%
27,304 $2.56 Million
Q4 2023

Feb 09, 2024
BUY
$73.38 - $91.25 $97,155 - $120,815
1,324 Added 4.24%
32,585 $2.93 Million
Q3 2023

Nov 02, 2023
BUY
$75.9 - $84.23 $48,196 - $53,486
635 Added 2.07%
31,261 $2.44 Million
Q2 2023

Aug 08, 2023
SELL
$69.33 - $77.71 $282,242 - $316,357
-4,071 Reduced 11.73%
30,626 $2.38 Million
Q1 2023

May 05, 2023
BUY
$70.61 - $84.06 $8,190 - $9,750
116 Added 0.34%
34,697 $2.57 Million
Q4 2022

Feb 06, 2023
BUY
$68.43 - $80.54 $1.22 Million - $1.44 Million
17,836 Added 106.52%
34,581 $2.58 Million
Q3 2022

Oct 26, 2022
BUY
$65.42 - $79.96 $154,194 - $188,465
2,357 Added 16.38%
16,745 $1.11 Million
Q2 2022

Jul 25, 2022
BUY
$67.93 - $81.74 $660,075 - $794,267
9,717 Added 208.03%
14,388 $984,000
Q1 2022

Apr 18, 2022
BUY
$75.32 - $82.57 $75,395 - $82,652
1,001 Added 27.28%
4,671 $373,000
Q4 2021

Feb 02, 2022
BUY
$75.12 - $83.87 $275,690 - $307,802
3,670 New
3,670 $293,000

Others Institutions Holding AVUV

# of Institutions
760
Shares Held
101M
Call Options Held
18K
Put Options Held
12.3K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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