Websterrogers Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History

Websterrogers Financial Advisors, LLC

$281 Million
Q4 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 9,200 shares of AVDV stock, worth $621,092. This represents 0.21% of its overall portfolio holdings.

Number of Shares

9,200

Previous 9,200 -0.0%

Holding current value

$621,092

Previous $650,000 8.0%

% of portfolio

0.21%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$59.95 - $65.89 $287,760 - $316,272	4,800 Added 109.09%	9,200 $605,000
Q4 2023 Feb 14, 2024	SELL	$54.34 - $62.7 $260,832 - $300,960	-4,800 Reduced 52.17%	4,400 $274,000
Q3 2022 Oct 26, 2022	SELL	$47.02 - $57.29 $86,375 - $105,241	-1,837 Reduced 16.64%	9,200 $437,000
Q1 2022 Apr 14, 2022	SELL	$57.89 - $66.21 $3.42 Million - $3.91 Million	-59,126 Reduced 84.27%	11,037 $697,000
Q4 2021 Jan 24, 2022	SELL	$61.47 - $67.38 $112,920 - $123,777	-1,837 Reduced 2.55%	70,163 $4.53 Million
Q2 2021 Aug 05, 2021	BUY	$63.07 - $67.81 $1.32 Million - $1.42 Million	21,000 Added 41.18%	72,000 $4.48 Million
Q1 2021 May 07, 2021	BUY	$56.74 - $63.41 $56,740 - $63,410	1,000 Added 2.0%	51,000 $3.17 Million
Q4 2020 Feb 11, 2021	BUY	$45.82 - $57.32 $2.29 Million - $2.87 Million	50,000 New	50,000 $2.93 Million

Others Institutions Holding AVDV

# of Institutions

388

Shares Held

71.5M

Call Options Held

Put Options Held

200

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Websterrogers Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Websterrogers Financial Advisors, LLC with notifications on news.

Account

Websterrogers Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History