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

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 36,794 shares of AVDV stock, worth $2.59 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

36,794

Previous 53,330 31.01%

Holding current value

$2.59 Million

Previous $3.77 Million 36.46%

% of portfolio

0.35%

Previous 0.52%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$63.85 - $70.4 $1.06 Million - $1.16 Million	-16,536 Reduced 31.01%	36,794 $2.39 Million
Q3 2024 Nov 04, 2024	BUY	$62.52 - $71.12 $46,890 - $53,340	750 Added 1.43%	53,330 $3.77 Million
Q2 2024 Jul 26, 2024	SELL	$63.81 - $68.36 $57,684 - $61,797	-904 Reduced 1.69%	52,580 $3.42 Million
Q1 2024 Apr 29, 2024	BUY	$59.95 - $65.89 $103,054 - $113,264	1,719 Added 3.32%	53,484 $3.52 Million
Q4 2023 Jan 23, 2024	BUY	$54.34 - $62.7 $24,942 - $28,779	459 Added 0.89%	51,765 $3.23 Million
Q3 2023 Oct 25, 2023	BUY	$56.69 - $60.91 $171,090 - $183,826	3,018 Added 6.25%	51,306 $2.97 Million
Q2 2023 Aug 03, 2023	SELL	$56.07 - $60.13 $132,100 - $141,666	-2,356 Reduced 4.65%	48,288 $2.78 Million
Q1 2023 May 08, 2023	BUY	$55.2 - $60.58 $18,105 - $19,870	328 Added 0.65%	50,644 $2.96 Million
Q4 2022 Feb 13, 2023	BUY	$47.39 - $57.3 $109,091 - $131,904	2,302 Added 4.79%	50,316 $2.78 Million
Q3 2022 Nov 04, 2022	BUY	$47.02 - $57.29 $2.26 Million - $2.75 Million	48,014 New	48,014 $2.28 Million

Others Institutions Holding AVDV

# of Institutions

432

Shares Held

78.5M

Call Options Held

200

Put Options Held

500

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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