A detailed history of True Wealth Design, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, True Wealth Design, LLC holds 95,476 shares of AVUV stock, worth $9.27 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
95,476
Previous 144,874 34.1%
Holding current value
$9.27 Million
Previous $13 Billion 29.52%
% of portfolio
3.58%
Previous 3.21%

Shares

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

Nov 14, 2024

SELL
$88.24 - $99.7 $4.36 Million - $4.92 Million
-49,398 Reduced 34.1%
95,476 $9.16 Billion
Q2 2024

Aug 14, 2024

SELL
$86.93 - $93.77 $6.57 Million - $7.08 Million
-75,550 Reduced 34.27%
144,874 $13 Billion
Q1 2024

May 14, 2024

BUY
$84.87 - $93.71 $288,388 - $318,426
3,398 Added 1.57%
220,424 $20.7 Billion
Q4 2023

Feb 14, 2024

BUY
$73.38 - $91.25 $3.68 Million - $4.57 Million
50,110 Added 30.02%
217,026 $19.5 Billion
Q3 2023

Nov 13, 2023

BUY
$75.9 - $84.23 $2.3 Million - $2.55 Million
30,294 Added 22.17%
166,916 $13 Billion
Q2 2023

Aug 14, 2023

BUY
$69.33 - $77.71 $2.98 Million - $3.34 Million
43,043 Added 46.0%
136,622 $10.6 Billion
Q1 2023

May 12, 2023

BUY
$70.61 - $84.06 $685,270 - $815,802
9,705 Added 11.57%
93,579 $6.93 Billion
Q4 2022

Feb 15, 2023

BUY
$68.43 - $80.54 $5.74 Million - $6.76 Million
83,874 New
83,874 $6.25 Billion

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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