A detailed history of Ae Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ae Wealth Management LLC holds 24,750 shares of AVDV stock, worth $2.23 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
24,750
Previous 20,377 21.46%
Holding current value
$2.23 Million
Previous $1.81 Million 23.04%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 26, 2026

BUY
$87.37 - $90.92 $382,069 - $397,593
4,373 Added 21.46%
24,750 $2.23 Million
Q3 2025

Nov 03, 2025

BUY
$79.24 - $89.03 $243,662 - $273,767
3,075 Added 17.77%
20,377 $1.81 Million
Q2 2025

Aug 06, 2025

BUY
$61.76 - $79.32 $369,263 - $474,254
5,979 Added 52.8%
17,302 $1.37 Million
Q1 2025

May 06, 2025

BUY
$63.74 - $71.96 $586,662 - $662,319
9,204 Added 434.36%
11,323 $789,000
Q4 2024

Feb 13, 2025

BUY
$63.85 - $70.4 $135,298 - $149,177
2,119 New
2,119 $137,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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