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

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,325 shares of AVSU stock, worth $297,084. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,325
Previous 3,390 27.58%
Holding current value
$297,084
Previous $221,000 28.96%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 22, 2025
BUY
$64.29 - $69.59 $60,111 - $65,066
935 Added 27.58%
4,325 $285,000
Q3 2024

Oct 16, 2024
BUY
$59.01 - $65.3 $200,043 - $221,367
3,390 New
3,390 $221,000

Others Institutions Holding AVSU

# of Institutions
54
Shares Held
2.08M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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