Accredited Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025

A detailed history of Accredited Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 9,050 shares of AVDE stock, worth $726,262. This represents 2.4% of its overall portfolio holdings.

Number of Shares
9,050
Previous 37,367 75.78%
Holding current value
$726,262
Previous $2.77 Billion 16.47%
% of portfolio
2.4%
Previous 2.24%

Shares

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

Nov 12, 2025
SELL
$73.24 - $79.04 $2.07 Million - $2.24 Million
-28,317 Reduced 75.78%
9,050 $3.22 Billion
Q2 2025

Aug 12, 2025
BUY
$59.32 - $74.36 $2.22 Million - $2.78 Million
37,367 New
37,367 $2.77 Billion
Q4 2024

Feb 14, 2025
BUY
$60.9 - $66.69 $2.18 Million - $2.38 Million
35,729 New
35,729 $2.19 Billion

Others Institutions Holding AVDE

# of Institutions
546
Shares Held
109M
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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