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 64,608 shares of AVUV stock, worth $6.27 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
64,608
Previous 51,820 24.68%
Holding current value
$6.27 Million
Previous $4.65 Million 33.34%
% of portfolio
1.78%
Previous 1.46%

Shares

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

Oct 17, 2024

BUY
$88.24 - $99.7 $1.13 Million - $1.27 Million
12,788 Added 24.68%
64,608 $6.2 Million
Q2 2024

Jul 31, 2024

SELL
$86.93 - $93.77 $269,048 - $290,218
-3,095 Reduced 5.64%
51,820 $4.65 Million
Q1 2024

Jul 31, 2024

BUY
$84.87 - $93.71 $3.97 Million - $4.38 Million
46,731 Added 571.0%
54,915 $5.15 Million
Q4 2023

Jul 30, 2024

BUY
$73.38 - $91.25 $600,541 - $746,790
8,184 New
8,184 $734,000
Q3 2023

Aug 01, 2024

SELL
$75.9 - $84.23 $85,387 - $94,758
-1,125 Reduced 11.79%
8,414 $656 Million
Q2 2023

Aug 01, 2024

SELL
$69.33 - $77.71 $2.93 Million - $3.29 Million
-42,281 Reduced 81.59%
9,539 $740 Million
Q1 2023

Aug 01, 2024

SELL
$70.61 - $84.06 $2.99 Million - $3.56 Million
-42,344 Reduced 81.71%
9,476 $702 Million
Q4 2022

Oct 10, 2024

SELL
$68.43 - $80.54 $2.93 Million - $3.44 Million
-42,763 Reduced 82.52%
9,057 $675 Million
Q2 2022

Oct 17, 2024

SELL
$67.93 - $81.74 $3,804 - $4,577
-56 Reduced 48.28%
60 $4.1 Million
Q1 2022

Oct 17, 2024

SELL
$75.32 - $82.57 $4.86 Million - $5.33 Million
-64,492 Reduced 99.82%
116 $9.26 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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.