Capital Planning Advisors, LLC American Centy ETF Tr Avantis Transaction History

Capital Planning Advisors, LLC

  • $704 Million
  • Q3 2025

A detailed history of Capital Planning Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 303,012 shares of AVDE stock, worth $24.3 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
303,012
Previous 289,040 4.83%
Holding current value
$24.3 Million
Previous $21.4 Million 11.76%
% of portfolio
3.39%
Previous 3.22%

Shares

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

Nov 07, 2025
BUY
$73.24 - $79.04 $1.02 Million - $1.1 Million
13,972 Added 4.83%
303,012 $23.9 Million
Q2 2025

Aug 14, 2025
BUY
$59.32 - $74.36 $17.1 Million - $21.5 Million
289,040 New
289,040 $21.4 Million

Others Institutions Holding AVDE

# of Institutions
545
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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