Moneta Group Investment Advisors LLC American Centy ETF Tr Avantis Transaction History

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 6,316 shares of AVDV stock, worth $426,393. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,316
Previous 6,316 -0.0%
Holding current value
$426,393
Previous $410,000 8.78%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$63.81 - $68.36 $21,823 - $23,379
342 Added 5.72%
6,316 $410,000
Q1 2024

Aug 13, 2024
SELL
$59.95 - $65.89 $35,010 - $38,479
-584 Reduced 8.91%
5,974 $393,000
Q4 2023

Feb 15, 2024
BUY
$54.34 - $62.7 $356,361 - $411,186
6,558 New
6,558 $409,000

Others Institutions Holding AVDV

# of Institutions
388
Shares Held
71.5M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email