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 4,569 shares of AVES stock, worth $213,692. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,569

Previous 4,594 0.54%

Holding current value

$213,692

Previous $239,000 11.72%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$46.2 - $53.09 $1,155 - $1,327	-25 Reduced 0.54%	4,569 $211,000
Q2 2024 Jul 26, 2024	BUY	$46.2 - $50.62 $1,155 - $1,265	25 Added 0.55%	4,594 $223,000
Q1 2024 Apr 29, 2024	BUY	$43.35 - $47.78 $1,300 - $1,433	30 Added 0.66%	4,569 $216,000
Q4 2023 Jan 23, 2024	SELL	$41.72 - $46.26 $87,612 - $97,146	-2,100 Reduced 31.63%	4,539 $208,000
Q3 2023 Oct 25, 2023	BUY	$42.94 - $46.49 $4,294 - $4,649	100 Added 1.53%	6,639 $288,000
Q2 2023 Aug 03, 2023	SELL	$42.0 - $45.13 $4,200 - $4,513	-100 Reduced 1.51%	6,539 $285,000
Q1 2023 May 08, 2023	SELL	$40.93 - $45.34 $10,682 - $11,833	-261 Reduced 3.78%	6,639 $283,000
Q4 2022 Feb 13, 2023	BUY	$37.31 - $43.2 $257,439 - $298,080	6,900 New	6,900 $282,000

Others Institutions Holding AVES

# of Institutions

116

Shares Held

7.22M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVES
Sector ETFs
Industry ETFs

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