Comprehensive Financial Planning, Inc./Pa American Centy ETF Tr Avantis Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 1,214 shares of AVDE stock, worth $97,423. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,214
Previous 1,202 1.0%
Holding current value
$97,423
Previous $89 Million 7.67%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2025
BUY
$73.24 - $79.04 $878 - $948
12 Added 1.0%
1,214 $95.8 Million
Q2 2025

Aug 08, 2025
BUY
$59.32 - $74.36 $1,957 - $2,453
33 Added 2.82%
1,202 $89 Million
Q1 2025

May 09, 2025
BUY
$60.63 - $68.55 $485 - $548
8 Added 0.69%
1,169 $77.5 Million
Q4 2024

Jan 28, 2025
BUY
$60.9 - $66.69 $70,704 - $77,427
1,161 New
1,161 $71.2 Million

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
Track This Portfolio

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Follow Comprehensive Financial Planning, Inc./Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Planning, Inc./Pa, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Planning, Inc./Pa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email