A detailed history of Wealth Enhancement Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 140,039 shares of AVDV stock, worth $9.05 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
140,039
Previous 135,842 3.09%
Holding current value
$9.05 Million
Previous $8.82 Million 12.17%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2024

BUY
$62.52 - $71.12 $262,396 - $298,490
4,197 Added 3.09%
140,039 $9.9 Million
Q2 2024

Jul 16, 2024

BUY
$63.81 - $68.36 $2.19 Million - $2.34 Million
34,299 Added 33.78%
135,842 $8.82 Million
Q1 2024

Apr 15, 2024

SELL
$59.95 - $65.89 $92,263 - $101,404
-1,539 Reduced 1.49%
101,543 $6.69 Million
Q4 2023

Jan 30, 2024

SELL
$54.34 - $62.7 $103,137 - $119,004
-1,898 Reduced 1.81%
103,082 $6.44 Million
Q3 2023

Nov 13, 2023

BUY
$56.69 - $60.91 $5.5 Million - $5.91 Million
96,973 Added 1211.1%
104,980 $6.07 Million
Q2 2023

Jul 21, 2023

SELL
$56.07 - $60.13 $231,008 - $247,735
-4,120 Reduced 33.97%
8,007 $460,000
Q1 2023

Apr 25, 2023

SELL
$55.2 - $60.58 $61,768 - $67,789
-1,119 Reduced 8.45%
12,127 $709,000
Q4 2022

Feb 01, 2023

BUY
$47.39 - $57.3 $211,075 - $255,214
4,454 Added 50.66%
13,246 $733,000
Q3 2022

Oct 17, 2022

BUY
$47.02 - $57.29 $413,399 - $503,693
8,792 New
8,792 $428,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


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