Summit Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 94,011 shares of AVUS stock, worth $8.16 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
94,011
Previous 73,741 27.49%
Holding current value
$8.16 Million
Previous $7.02 Billion 29.87%
% of portfolio
1.87%
Previous 1.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$94.36 - $102.06 $1.91 Million - $2.07 Million
20,270 Added 27.49%
94,011 $9.11 Billion
Q3 2024

Oct 28, 2024
BUY
$86.27 - $95.15 $1.67 Million - $1.84 Million
19,329 Added 35.52%
73,741 $7.02 Billion
Q2 2024

Sep 11, 2024
BUY
$84.59 - $90.63 $3.55 Million - $3.81 Million
42,023 Added 339.2%
54,412 $4.91 Billion
Q1 2024

Sep 11, 2024
BUY
$79.93 - $89.5 $990,252 - $1.11 Million
12,389 New
12,389 $1.11 Billion

Others Institutions Holding AVUS

# of Institutions
460
Shares Held
87.9M
Call Options Held
1K
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email