Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 188,875 shares of AVUV stock, worth $17.7 Million. This represents 6.36% of its overall portfolio holdings.

Number of Shares

188,875

Previous 177,435 6.45%

Holding current value

$17.7 Million

Previous $17 Million 7.1%

% of portfolio

6.36%

Previous 6.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$94.37 - $106.41 $1.08 Million - $1.22 Million	11,440 Added 6.45%	188,875 $18.2 Million
Q3 2024 Oct 24, 2024	BUY	$88.24 - $99.7 $2.42 Million - $2.73 Million	27,398 Added 18.26%	177,435 $17 Million
Q2 2024 Jul 30, 2024	BUY	$86.93 - $93.77 $1.61 Million - $1.73 Million	18,500 Added 14.06%	150,037 $13.5 Million
Q1 2024 Apr 23, 2024	BUY	$84.87 - $93.71 $7.02 Million - $7.75 Million	82,704 Added 169.36%	131,537 $12.3 Million
Q4 2023 Jan 26, 2024	BUY	$73.38 - $91.25 $3.54 Million - $4.41 Million	48,289 Added 8876.65%	48,833 $4.39 Million
Q2 2023 Jul 25, 2023	BUY	$69.33 - $77.71 $37,715 - $42,274	544 New	544 $42,000

Others Institutions Holding AVUV

# of Institutions

828

Shares Held

110M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.

Account

Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Transaction History