Shanker Valleau Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Shanker Valleau Wealth Advisors, Inc.

$291 Million
Q4 2024

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 98,204 shares of AVDE stock, worth $5.97 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

98,204

Previous 93,870 4.62%

Holding current value

$5.97 Million

Previous $6.29 Million 4.23%

% of portfolio

2.07%

Previous 2.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$60.9 - $66.69 $263,940 - $289,034	4,334 Added 4.62%	98,204 $6.03 Million
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

# of Institutions

361

Shares Held

67.1M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
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Shanker Valleau Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History