Canvas Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Canvas Wealth Advisors, LLC

$576 Million
Q4 2025

A detailed history of Canvas Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 154,314 shares of AVDE stock, worth $12.4 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

154,314

Previous 145,440 6.1%

Holding current value

$12.4 Million

Previous $11.5 Million 7.91%

% of portfolio

2.15%

Previous 2.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$77.65 - $81.2 $689,066 - $720,568	8,874 Added 6.1%	154,314 $12.4 Million
Q3 2025 Nov 05, 2025	BUY	$73.24 - $79.04 $824,828 - $890,148	11,262 Added 8.39%	145,440 $11.5 Million
Q2 2025 Jul 29, 2025	BUY	$59.32 - $74.36 $540,405 - $677,419	9,110 Added 7.28%	134,178 $9.93 Million
Q1 2025 Apr 24, 2025	BUY	$60.63 - $68.55 $33,952 - $38,388	560 Added 0.45%	125,068 $8.29 Million
Q4 2024 Jan 28, 2025	SELL	$60.9 - $66.69 $498,892 - $546,324	-8,192 Reduced 6.17%	124,508 $7.64 Million

Q3 2024 Oct 15, 2024	SELL	$60.09 - $67.67 $298,106 - $335,710	-4,961 Reduced 3.6%	132,700 $8.89 Million
Q2 2024 Aug 01, 2024	BUY	$61.17 - $65.29 $231,711 - $247,318	3,788 Added 2.83%	137,661 $8.57 Million
Q1 2024 Apr 23, 2024	SELL	$58.3 - $63.83 $150,997 - $165,319	-2,590 Reduced 1.9%	133,873 $8.53 Million
Q4 2023 Jan 17, 2024	BUY	$52.98 - $60.62 $1.36 Million - $1.56 Million	25,740 Added 23.25%	136,463 $8.25 Million
Q3 2023 Oct 24, 2023	SELL	$55.54 - $59.61 $278,699 - $299,122	-5,018 Reduced 4.34%	110,723 $6.16 Million
Q2 2023 Jul 25, 2023	BUY	$55.68 - $59.23 $1.01 Million - $1.08 Million	18,219 Added 18.68%	115,741 $6.64 Million
Q1 2023 Apr 28, 2023	BUY	$53.37 - $58.39 $4.85 Million - $5.31 Million	90,952 Added 1384.35%	97,522 $5.56 Million
Q4 2022 Jan 23, 2023	BUY	$45.5 - $54.96 $298,935 - $361,087	6,570 New	6,570 $0

Others Institutions Holding AVDE

# of Institutions

547

Shares Held

110M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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Canvas Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History