A detailed history of Wetherby Asset Management Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wetherby Asset Management Inc holds 28,869 shares of AVUV stock, worth $2.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
28,869
Previous 28,619 0.87%
Holding current value
$2.8 Million
Previous $2.57 Million 7.87%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Nov 14, 2024

BUY
$88.24 - $99.7 $22,060 - $24,925
250 Added 0.87%
28,869 $2.77 Million
Q2 2024

Aug 14, 2024

BUY
$86.93 - $93.77 $173,338 - $186,977
1,994 Added 7.49%
28,619 $2.57 Million
Q1 2024

May 15, 2024

SELL
$84.87 - $93.71 $286,436 - $316,271
-3,375 Reduced 11.25%
26,625 $2.5 Million
Q2 2023

Aug 14, 2023

BUY
$69.33 - $77.71 $346,650 - $388,549
5,000 Added 20.0%
30,000 $2.33 Million
Q4 2022

Feb 14, 2023

BUY
$68.43 - $80.54 $1.71 Million - $2.01 Million
25,000 New
25,000 $1.86 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc 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 Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.