A detailed history of Sowell Financial Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sowell Financial Services LLC holds 18,878 shares of AVDV stock, worth $1.23 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
18,878
Previous 19,364 2.51%
Holding current value
$1.23 Million
Previous $1.26 Million 6.13%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 04, 2024

SELL
$62.52 - $71.12 $30,384 - $34,564
-486 Reduced 2.51%
18,878 $1.33 Million
Q2 2024

Aug 13, 2024

SELL
$63.81 - $68.36 $8,040 - $8,613
-126 Reduced 0.65%
19,364 $1.26 Million
Q1 2024

May 03, 2024

SELL
$59.95 - $65.89 $53,895 - $59,235
-899 Reduced 4.41%
19,490 $1.28 Million
Q4 2023

Jan 24, 2024

BUY
$54.34 - $62.7 $41,733 - $48,153
768 Added 3.91%
20,389 $1.27 Million
Q3 2023

Nov 08, 2023

BUY
$56.69 - $60.91 $384,755 - $413,396
6,787 Added 52.88%
19,621 $1.14 Million
Q2 2023

Aug 14, 2023

BUY
$56.07 - $60.13 $719,602 - $771,708
12,834 New
12,834 $738,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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