Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History

Seaside Wealth Management, Inc.

$273 Million
Q4 2024

A detailed history of Seaside Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 6,303 shares of AVDV stock, worth $435,033. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,303

Previous 3,914 61.04%

Holding current value

$435,033

Previous $276,000 48.55%

% of portfolio

0.15%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$63.85 - $70.4 $152,537 - $168,185	2,389 Added 61.04%	6,303 $410,000
Q2 2024 Aug 07, 2024	SELL	$63.81 - $68.36 $21,886 - $23,447	-343 Reduced 8.06%	3,914 $254,000
Q4 2023 Jan 23, 2024	BUY	$54.34 - $62.7 $33,908 - $39,124	624 Added 17.18%	4,257 $266,000
Q3 2023 Oct 13, 2023	BUY	$56.69 - $60.91 $205,954 - $221,286	3,633 New	3,633 $210,000
Q1 2023 May 09, 2023	BUY	$55.2 - $60.58 $5,023 - $5,512	91 Added 1.9%	4,873 $284,000
Q4 2022 Feb 09, 2023	SELL	$47.39 - $57.3 $28,197 - $34,093	-595 Reduced 11.07%	4,782 $264,000
Q3 2022 Nov 09, 2022	BUY	$47.02 - $57.29 $252,826 - $308,048	5,377 New	5,377 $269,000

Others Institutions Holding AVDV

# of Institutions

442

Shares Held

78.5M

Call Options Held

200

Put Options Held

500

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seaside Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.

Account

Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History