Wealthsource Partners, LLC American Centy ETF Tr Avantis Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,714 shares of AVDE stock, worth $378,298. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,714
Previous 5,074 7.09%
Holding current value
$378,298
Previous $282,000 0.71%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$52.98 - $60.62 $19,072 - $21,823
-360 Reduced 7.09%
4,714 $284,000
Q3 2023

Nov 09, 2023
SELL
$55.54 - $59.61 $166 - $178
-3 Reduced 0.06%
5,074 $282,000
Q2 2023

Aug 14, 2023
SELL
$55.68 - $59.23 $167 - $177
-3 Reduced 0.06%
5,077 $291,000
Q1 2023

May 15, 2023
SELL
$53.37 - $58.39 $38,266 - $41,865
-717 Reduced 12.37%
5,080 $289,000
Q4 2022

Feb 09, 2023
SELL
$45.5 - $54.96 $1.72 Million - $2.08 Million
-37,793 Reduced 86.7%
5,797 $308,000
Q3 2022

Nov 14, 2022
BUY
$45.36 - $54.56 $1.32 Million - $1.58 Million
28,996 Added 198.68%
43,590 $1.99 Million
Q2 2022

Aug 10, 2022
BUY
$50.6 - $61.08 $738,456 - $891,401
14,594 New
14,594 $744,000

Others Institutions Holding AVDE

# of Institutions
546
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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