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

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modera Wealth Management, LLC holds 12,492 shares of AVUV stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,492
Previous 5,028 148.45%
Holding current value
$1.1 Million
Previous $482,000 150.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 05, 2025
BUY
$94.37 - $106.41 $704,377 - $794,244
7,464 Added 148.45%
12,492 $1.21 Million
Q3 2024

Oct 24, 2024
SELL
$88.24 - $99.7 $22,677 - $25,622
-257 Reduced 4.86%
5,028 $482,000
Q2 2024

Jul 29, 2024
SELL
$86.93 - $93.77 $2,868 - $3,094
-33 Reduced 0.62%
5,285 $474,000
Q1 2024

May 14, 2024
BUY
$84.87 - $93.71 $678 - $749
8 Added 0.15%
5,318 $498,000
Q4 2023

Feb 14, 2024
SELL
$73.38 - $91.25 $4,549 - $5,657
-62 Reduced 1.15%
5,310 $476,000
Q3 2023

Nov 30, 2023
SELL
$75.9 - $84.23 $48.4 Million - $53.7 Million
-637,118 Reduced 99.16%
5,372 $418,000
Q3 2023

Nov 01, 2023
BUY
$75.9 - $84.23 $48.4 Million - $53.7 Million
637,109 Added 11839.97%
642,490 $50.1 Million
Q2 2023

Aug 07, 2023
BUY
$69.33 - $77.71 $373,064 - $418,157
5,381 New
5,381 $417,000
Q2 2022

Jul 27, 2022
SELL
$67.93 - $81.74 $44,086 - $53,049
-649 Reduced 16.48%
3,289 $225,000
Q1 2022

May 03, 2022
BUY
$75.32 - $82.57 $3,765 - $4,128
50 Added 1.29%
3,938 $314,000
Q4 2021

Feb 04, 2022
BUY
$75.12 - $83.87 $292,066 - $326,086
3,888 New
3,888 $310,000

Others Institutions Holding AVUV

# of Institutions
837
Shares Held
111M
Call Options Held
7.5K
Put Options Held
13K
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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