A detailed history of Bsw Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bsw Wealth Partners holds 597,099 shares of AVDE stock, worth $36.7 Million. This represents 6.06% of its overall portfolio holdings.

Number of Shares
597,099
Previous 575,025 3.84%
Holding current value
$36.7 Million
Previous $35.8 Million 11.79%
% of portfolio
6.06%
Previous 5.9%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$60.09 - $67.67 $1.33 Million - $1.49 Million
22,074 Added 3.84%
597,099 $40 Million
Q2 2024

Jul 16, 2024

BUY
$61.17 - $65.29 $10.2 Million - $10.9 Million
167,417 Added 41.07%
575,025 $35.8 Million
Q1 2024

Apr 23, 2024

BUY
$58.3 - $63.83 $22.7 Million - $24.9 Million
389,440 Added 2143.55%
407,608 $26 Million
Q4 2023

Jan 25, 2024

BUY
$52.98 - $60.62 $962,540 - $1.1 Million
18,168 New
18,168 $1.1 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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