Wealthgarden F.S. LLC American Centy ETF Tr Avantis Transaction History

Wealthgarden F.S. LLC

$1.64 Trillion
Q3 2024

A detailed history of Wealthgarden F.S. LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 6,252 shares of AVRE stock, worth $265,459. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,252

Holding current value

$265,459

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$40.95 - $48.28 $256,019 - $301,846	6,252 New	6,252 $295 Million

Others Institutions Holding AVRE

# of Institutions

119

Shares Held

10.5M

Call Options Held

Put Options Held

Empowered Funds, LLC

1.19M
Shares

$50.4 Million
0.76% of portfolio
Life Planning Partners, Inc

1.13M
Shares

$47.9 Million
0.35% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

731K
Shares

$31 Million
4.16% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

365K
Shares

$15.5 Million
3.15% of portfolio
Shanker Valleau Wealth Advisors, Inc.

322K
Shares

$13.7 Million
4.63% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

More about AVRE

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Wealthgarden F.S. LLC American Centy ETF Tr Avantis Transaction History