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 19,089 shares of AVDV stock, worth $1.72 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
19,089
Previous 15,269 25.02%
Holding current value
$1.72 Million
Previous $1.36 Million 26.64%
% of portfolio
0.25%
Previous 0.2%

Shares

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

Jan 13, 2026
BUY
$87.37 - $90.92 $333,753 - $347,314
3,820 Added 25.02%
19,089 $1.72 Million
Q3 2025

Oct 20, 2025
BUY
$79.24 - $89.03 $401,984 - $451,649
5,073 Added 49.75%
15,269 $1.36 Million
Q2 2025

Jul 15, 2025
BUY
$61.76 - $79.32 $16,181 - $20,781
262 Added 2.64%
10,196 $808,000
Q1 2025

Apr 14, 2025
BUY
$63.74 - $71.96 $633,193 - $714,850
9,934 New
9,934 $699,000

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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