Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 264,535 shares of AVDE stock, worth $21.2 Million. This represents 5.39% of its overall portfolio holdings.

Number of Shares
264,535
Previous 247,569 6.85%
Holding current value
$21.2 Million
Previous $16.6 Million 2.17%
% of portfolio
5.39%
Previous 4.78%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$60.9 - $66.69 $1.03 Million - $1.13 Million
16,966 Added 6.85%
264,535 $16.2 Million
Q3 2024

Oct 17, 2024
BUY
$60.09 - $67.67 $3.17 Million - $3.57 Million
52,759 Added 27.08%
247,569 $16.6 Million
Q2 2024

Jul 31, 2024
SELL
$61.17 - $65.29 $442,075 - $471,850
-7,227 Reduced 3.58%
194,810 $12.1 Million
Q1 2024

Jul 31, 2024
SELL
$58.3 - $63.83 $125,461 - $137,362
-2,152 Reduced 1.05%
202,037 $12.9 Million
Q4 2023

Jul 30, 2024
BUY
$52.98 - $60.62 $10.8 Million - $12.4 Million
204,189 New
204,189 $12.3 Million
Q3 2023

Aug 01, 2024
BUY
$55.54 - $59.61 $6,720 - $7,212
121 Added 0.06%
204,377 $11.4 Billion
Q2 2023

Aug 01, 2024
BUY
$55.68 - $59.23 $525,953 - $559,486
9,446 Added 4.85%
204,256 $11.7 Billion
Q1 2023

Aug 01, 2024
SELL
$53.37 - $58.39 $355,284 - $388,702
-6,657 Reduced 3.42%
188,153 $10.7 Billion
Q4 2022

Oct 10, 2024
BUY
$45.5 - $54.96 $3.85 Million - $4.65 Million
84,553 Added 169106.0%
84,603 $4.5 Billion
Q3 2022

Oct 10, 2024
SELL
$45.36 - $54.56 $8.83 Million - $10.6 Million
-194,760 Reduced 99.97%
50 $2.28 Million
Q2 2022

Oct 17, 2024
SELL
$50.6 - $61.08 $17,001 - $20,522
-336 Reduced 61.99%
206 $10.5 Million
Q1 2022

Oct 17, 2024
SELL
$55.3 - $64.55 $13.7 Million - $15.9 Million
-247,027 Reduced 99.78%
542 $32.7 Million

Others Institutions Holding AVDE

# of Institutions
546
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email