Discipline Wealth Solutions, LLC American Centy ETF Tr Avantis Transaction History

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 72,367 shares of AVDV stock, worth $6.53 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
72,367
Previous 55,606 30.14%
Holding current value
$6.53 Million
Previous $4.41 Million 46.14%
% of portfolio
1.82%
Previous 1.79%

Shares

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

Oct 21, 2025
BUY
$79.24 - $89.03 $1.33 Million - $1.49 Million
16,761 Added 30.14%
72,367 $6.44 Million
Q2 2025

Jul 07, 2025
BUY
$61.76 - $79.32 $684,177 - $878,706
11,078 Added 24.88%
55,606 $4.41 Million
Q1 2025

Apr 29, 2025
SELL
$63.74 - $71.96 $152,402 - $172,056
-2,391 Reduced 5.1%
44,528 $3.11 Million
Q4 2024

Feb 26, 2025
BUY
$63.85 - $70.4 $243,843 - $268,857
3,819 Added 8.86%
46,919 $3.05 Million
Q3 2024

Nov 19, 2024
BUY
$62.52 - $71.12 $550,301 - $625,998
8,802 Added 25.66%
43,100 $3.05 Million
Q2 2024

Aug 07, 2024
BUY
$63.81 - $68.36 $820,979 - $879,519
12,866 Added 60.03%
34,298 $2.23 Million
Q1 2024

May 03, 2024
BUY
$59.95 - $65.89 $148,915 - $163,670
2,484 Added 13.11%
21,432 $1.41 Million
Q4 2023

Feb 09, 2024
BUY
$54.34 - $62.7 $1.03 Million - $1.19 Million
18,948 New
18,948 $1.18 Million

Others Institutions Holding AVDV

# of Institutions
537
Shares Held
116M
Call Options Held
4.1K
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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