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

Wmg Financial Advisors, LLC

  • $273 Million
  • Q3 2025

A detailed history of Wmg Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 16,653 shares of AVGE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,653
Previous 18,504 10.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
N/A
-1,851 Reduced 10.0%
16,653 $0
Q2 2025

Jul 24, 2025
BUY
N/A
563 Added 3.14%
18,504 $0
Q1 2025

May 06, 2025
BUY
N/A
165 Added 0.93%
17,941 $0
Q4 2024

Feb 06, 2025
BUY
N/A
342 Added 1.96%
17,776 $0
Q3 2024

Oct 31, 2024
BUY
N/A
48 Added 0.28%
17,434 $0
Q2 2024

Jul 30, 2024
BUY
N/A
4,360 Added 33.47%
17,386 $0
Q1 2024

May 07, 2024
BUY
N/A
3,769 Added 40.72%
13,026 $0
Q4 2023

Feb 08, 2024
BUY
N/A
2,355 Added 34.12%
9,257 $0
Q2 2023

Aug 03, 2023
BUY
N/A
6,902 New
6,902 $0

Others Institutions Holding AVGE

# of Institutions
112
Shares Held
2.03M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVGE Quotes by TradingView
  • Ticker AVGE
More about AVGE
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg 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 Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email