A detailed history of Sfg Wealth Management, Llc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 71,186 shares of AVUS stock, worth $6.85 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares
71,186
Previous 69,173 2.91%
Holding current value
$6.85 Million
Previous $6.19 Million 3.72%
% of portfolio
3.83%
Previous 3.8%

Shares

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

Jul 19, 2024

BUY
$84.59 - $90.63 $170,279 - $182,438
2,013 Added 2.91%
71,186 $6.42 Million
Q1 2024

Apr 26, 2024

SELL
$79.93 - $89.5 $327,473 - $366,681
-4,097 Reduced 5.59%
69,173 $6.19 Million
Q4 2023

Jan 19, 2024

BUY
$69.78 - $82.0 $2 Million - $2.35 Million
28,669 Added 64.28%
73,270 $5.98 Million
Q3 2023

Oct 19, 2023

BUY
$72.72 - $78.49 $3.24 Million - $3.5 Million
44,601 New
44,601 $3.27 Million

Others Institutions Holding AVUS

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
Track This Portfolio

Track Sfg Wealth Management, Llc. Portfolio

Follow Sfg Wealth Management, 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 Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.