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 2,361 shares of AVEM stock, worth $145,390. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,361
Previous 2,917 19.06%
Holding current value
$145,390
Previous $188,000 26.6%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Feb 05, 2025
SELL
$58.59 - $66.14 $32,576 - $36,773
-556 Reduced 19.06%
2,361 $138,000
Q2 2024

Jul 31, 2024
SELL
$56.42 - $62.42 $620 - $686
-11 Reduced 0.38%
2,917 $178,000
Q1 2024

Jul 31, 2024
BUY
$53.02 - $58.54 $155,242 - $171,405
2,928 New
2,928 $169,000
Q3 2023

Aug 01, 2024
BUY
$52.44 - $57.3 $49,450 - $54,033
943 Added 39.05%
3,358 $177 Million
Q2 2023

Aug 01, 2024
SELL
$51.46 - $55.92 $25,832 - $28,071
-502 Reduced 17.21%
2,415 $130 Million
Q1 2023

Aug 01, 2024
SELL
$50.27 - $56.2 $28,704 - $32,090
-571 Reduced 19.57%
2,346 $124 Million
Q4 2022

Oct 10, 2024
BUY
$44.87 - $52.64 $12,653 - $14,844
282 Added 13.71%
2,339 $118 Million
Q3 2022

Oct 10, 2024
SELL
$45.9 - $53.37 $39,474 - $45,898
-860 Reduced 29.48%
2,057 $94.5 Million
Q2 2022

Oct 17, 2024
SELL
$51.44 - $61.32 $12,860 - $15,330
-250 Reduced 10.24%
2,191 $114 Million
Q1 2022

Oct 17, 2024
SELL
$54.87 - $65.28 $26,118 - $31,073
-476 Reduced 16.32%
2,441 $145 Million

Others Institutions Holding AVEM

# of Institutions
528
Shares Held
121M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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