Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $164 Million
- Q3 2025
A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 304,232 shares of AVDE stock, worth $24.4 Million. This represents 14.67% of its overall portfolio holdings.
Number of Shares
304,232
Previous 335,387
9.29%
Holding current value
$24.4 Million
Previous $24.8 Million
3.3%
% of portfolio
14.67%
Previous 13.57%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
546Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio