A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 93,870 shares of AVDE stock, worth $5.77 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
93,870
Previous 92,571 1.4%
Holding current value
$5.77 Million
Previous $5.76 Million 9.18%
% of portfolio
2.14%
Previous 2.47%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$60.09 - $67.67 $78,056 - $87,903
1,299 Added 1.4%
93,870 $6.29 Million
Q2 2024

Jul 02, 2024

SELL
$61.17 - $65.29 $20,797 - $22,198
-340 Reduced 0.37%
92,571 $5.76 Million
Q1 2024

Apr 17, 2024

BUY
$58.3 - $63.83 $86,342 - $94,532
1,481 Added 1.62%
92,911 $5.92 Million
Q4 2023

Jan 11, 2024

BUY
$52.98 - $60.62 $62,781 - $71,834
1,185 Added 1.31%
91,430 $5.53 Million
Q3 2023

Oct 12, 2023

BUY
$55.54 - $59.61 $172,840 - $185,506
3,112 Added 3.57%
90,245 $5.02 Million
Q2 2023

Jul 12, 2023

BUY
$55.68 - $59.23 $10,579 - $11,253
190 Added 0.22%
87,133 $5 Million
Q1 2023

Apr 17, 2023

SELL
$53.37 - $58.39 $92,970 - $101,715
-1,742 Reduced 1.96%
86,943 $4.96 Million
Q4 2022

Jan 12, 2023

SELL
$45.5 - $54.96 $231,367 - $279,471
-5,085 Reduced 5.42%
88,685 $0
Q3 2022

Oct 05, 2022

BUY
$45.36 - $54.56 $238,729 - $287,149
5,263 Added 5.95%
93,770 $4.28 Million
Q2 2022

Jul 08, 2022

SELL
$50.6 - $61.08 $96,393 - $116,357
-1,905 Reduced 2.11%
88,507 $4.51 Million
Q1 2022

Apr 28, 2022

BUY
$55.3 - $64.55 $220,978 - $257,941
3,996 Added 4.62%
90,412 $5.46 Million
Q4 2021

Jan 27, 2022

BUY
$60.93 - $65.74 $5.27 Million - $5.68 Million
86,416 New
86,416 $5.48 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


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

Track Shanker Valleau Wealth Advisors, Inc. Portfolio

Follow Shanker Valleau Wealth Advisors, Inc. 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 Shanker Valleau Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shanker Valleau Wealth Advisors, Inc. with notifications on news.