Caliber Wealth Management, LLC / Ks American Centy ETF Tr Avantis Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 270,761 shares of AVDE stock, worth $21.7 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
270,761
Previous 277,860 2.55%
Holding current value
$21.7 Million
Previous $20.6 Billion 3.88%
% of portfolio
2.38%
Previous 2.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$73.24 - $79.04 $519,930 - $561,104
-7,099 Reduced 2.55%
270,761 $21.4 Billion
Q2 2025

Jul 30, 2025
BUY
$59.32 - $74.36 $392,817 - $492,411
6,622 Added 2.44%
277,860 $20.6 Billion
Q1 2025

May 06, 2025
BUY
$60.63 - $68.55 $16.4 Million - $18.6 Million
271,238 New
271,238 $18 Billion

Others Institutions Holding AVDE

# of Institutions
546
Shares Held
109M
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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