Concurrent Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 151,986 shares of AVDE stock, worth $10.4 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

151,986

Previous 170,154 10.68%

Holding current value

$10.4 Million

Previous $11.4 Billion 18.22%

% of portfolio

0.25%

Previous 0.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$60.9 - $66.69 $1.11 Million - $1.21 Million	-18,168 Reduced 10.68%	151,986 $9.33 Billion
Q3 2024 Oct 30, 2024	BUY	$60.09 - $67.67 $1.48 Million - $1.67 Million	24,612 Added 16.91%	170,154 $11.4 Billion
Q2 2024 Jul 30, 2024	BUY	$61.17 - $65.29 $1.09 Million - $1.16 Million	17,800 Added 13.93%	145,542 $9.06 Billion
Q1 2024 May 07, 2024	BUY	$58.3 - $63.83 $4.82 Million - $5.28 Million	82,687 Added 183.52%	127,742 $8.14 Billion
Q4 2023 Apr 15, 2024	BUY	$52.98 - $60.62 $2.39 Million - $2.73 Million	45,055 New	45,055 $2.72 Billion

Others Institutions Holding AVDE

# of Institutions

430

Shares Held

81.6M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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Concurrent Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History