A detailed history of Steward Partners Investment Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 436 shares of AVDV stock, worth $28,183. This represents 0.0% of its overall portfolio holdings.

Number of Shares
436
Previous 213 104.69%
Holding current value
$28,183
Previous $13,000 130.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$62.52 - $71.12 $13,941 - $15,859
223 Added 104.69%
436 $30,000
Q4 2023

Feb 12, 2024

BUY
$54.34 - $62.7 $8,857 - $10,220
163 Added 326.0%
213 $13,000
Q4 2022

Feb 15, 2023

BUY
$47.39 - $57.3 $2,369 - $2,865
50 New
50 $2,000
Q2 2022

Aug 04, 2022

SELL
$52.51 - $63.48 $35,549 - $42,975
-677 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$62.22 - $67.58 $42,122 - $45,751
677 New
677 $44,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


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

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.