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 198,792 shares of AVIV stock, worth $10.3 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares
198,792
Previous 195,601 1.63%
Holding current value
$10.3 Million
Previous $10.3 Million 8.8%
% of portfolio
4.0%
Previous 3.75%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$50.37 - $56.43 $160,730 - $180,068
3,191 Added 1.63%
198,792 $11.2 Million
Q2 2024

Jul 12, 2024

BUY
$52.26 - $55.37 $392,315 - $415,662
7,507 Added 3.99%
195,601 $10.3 Million
Q1 2024

May 14, 2024

BUY
$49.42 - $54.08 $1.95 Million - $2.14 Million
39,557 Added 26.63%
188,094 $10.2 Million
Q4 2023

Feb 14, 2024

BUY
$45.8 - $51.67 $239,625 - $270,337
5,232 Added 3.65%
148,537 $7.65 Million
Q3 2023

Nov 01, 2023

BUY
$47.37 - $50.8 $568,061 - $609,193
11,992 Added 9.13%
143,305 $6.9 Million
Q2 2023

Jul 26, 2023

BUY
$46.67 - $50.33 $341,344 - $368,113
7,314 Added 5.9%
131,313 $6.39 Million
Q1 2023

May 03, 2023

BUY
$45.01 - $49.82 $450,640 - $498,797
10,012 Added 8.78%
123,999 $5.98 Million
Q4 2022

Feb 06, 2023

BUY
$38.26 - $46.54 $4.36 Million - $5.3 Million
113,987 New
113,987 $5.14 Million

Others Institutions Holding AVIV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
Track This Portfolio

Track Websterrogers Financial Advisors, LLC Portfolio

Follow Websterrogers Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.