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

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025

A detailed history of Accurate Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 15,354 shares of AVDE stock, worth $1.23 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
15,354
Previous 8,203 87.18%
Holding current value
$1.23 Million
Previous $647,000 90.42%
% of portfolio
0.18%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$77.65 - $81.2 $555,275 - $580,661
7,151 Added 87.18%
15,354 $1.23 Million
Q3 2025

Oct 20, 2025
BUY
$73.24 - $79.04 $600,787 - $648,365
8,203 New
8,203 $647,000

Others Institutions Holding AVDE

# of Institutions
577
Shares Held
113M
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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