Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Trace Wealth Advisors, LLC

  • $134 Billion
  • Q3 2025

A detailed history of Trace Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 119,606 shares of AVDE stock, worth $9.6 Million. This represents 7.05% of its overall portfolio holdings.

Number of Shares
119,606
Previous 117,811 1.52%
Holding current value
$9.6 Million
Previous $8.72 Billion 8.23%
% of portfolio
7.05%
Previous 7.12%

Shares

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

Nov 05, 2025
BUY
$73.24 - $79.04 $131,465 - $141,876
1,795 Added 1.52%
119,606 $9.44 Billion
Q2 2025

Aug 14, 2025
SELL
$59.32 - $74.36 $50,422 - $63,206
-850 Reduced 0.72%
117,811 $8.72 Billion
Q1 2025

May 15, 2025
BUY
$60.63 - $68.55 $287,083 - $324,584
4,735 Added 4.16%
118,661 $7.86 Billion
Q4 2024

Feb 14, 2025
BUY
$60.9 - $66.69 $6.94 Million - $7.6 Million
113,926 New
113,926 $6.99 Billion

Others Institutions Holding AVDE

# of Institutions
556
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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