Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Wealthstream Advisors, Inc.

$502 Million
Q3 2024

A detailed history of Wealthstream Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 27,748 shares of AVSD stock, worth $1.55 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

27,748

Previous 26,840 3.38%

Holding current value

$1.55 Million

Previous $1.49 Million 12.75%

% of portfolio

0.33%

Previous 0.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$53.92 - $61.11 $48,959 - $55,487	908 Added 3.38%	27,748 $1.68 Million
Q2 2024 Jul 29, 2024	BUY	$54.31 - $58.32 $39,537 - $42,456	728 Added 2.79%	26,840 $1.49 Million
Q1 2024 May 08, 2024	SELL	$52.01 - $57.02 $18,359 - $20,128	-353 Reduced 1.33%	26,112 $1.49 Million
Q4 2023 Feb 12, 2024	BUY	$46.27 - $54.0 $139,550 - $162,864	3,016 Added 12.86%	26,465 $1.43 Million
Q3 2023 Nov 06, 2023	BUY	$48.7 - $53.0 $4,577 - $4,982	94 Added 0.4%	23,449 $1.15 Million
Q2 2023 Aug 02, 2023	BUY	$49.68 - $52.62 $87,536 - $92,716	1,762 Added 8.16%	23,355 $1.2 Million
Q1 2023 May 02, 2023	BUY	$47.33 - $51.88 $321,844 - $352,784	6,800 Added 45.97%	21,593 $1.09 Million
Q4 2022 Feb 02, 2023	BUY	$40.03 - $48.47 $592,163 - $717,016	14,793 New	14,793 $696,000

Others Institutions Holding AVSD

# of Institutions

Shares Held

1.36M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

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Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History