Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History

Bsw Wealth Partners

$676 Million
Q4 2024

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 590,822 shares of AVDE stock, worth $39.5 Million. This represents 5.37% of its overall portfolio holdings.

Number of Shares

590,822

Previous 597,099 1.05%

Holding current value

$39.5 Million

Previous $40 Million 9.41%

% of portfolio

5.37%

Previous 6.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$60.9 - $66.69 $382,269 - $418,613	-6,277 Reduced 1.05%	590,822 $36.3 Million
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

# of Institutions

432

Shares Held

81.6M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History