Concurrent Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 96,230 shares of AVDE stock, worth $7.72 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
96,230
Previous 99,150 2.95%
Holding current value
$7.72 Million
Previous $7.34 Billion 3.47%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 27, 2025
SELL
$73.24 - $79.04 $213,860 - $230,796
-2,920 Reduced 2.95%
96,230 $7.59 Billion
Q2 2025

Jul 25, 2025
SELL
$59.32 - $74.36 $692,383 - $867,929
-11,672 Reduced 10.53%
99,150 $7.34 Billion
Q1 2025

Apr 29, 2025
SELL
$60.63 - $68.55 $2.5 Million - $2.82 Million
-41,164 Reduced 27.08%
110,822 $7.34 Billion
Q4 2024

Feb 03, 2025
SELL
$60.9 - $66.69 $1.11 Million - $1.21 Million
-18,168 Reduced 10.68%
151,986 $9.33 Billion
Q3 2024

Oct 30, 2024
BUY
$60.09 - $67.67 $1.48 Million - $1.67 Million
24,612 Added 16.91%
170,154 $11.4 Billion
Q2 2024

Jul 30, 2024
BUY
$61.17 - $65.29 $1.09 Million - $1.16 Million
17,800 Added 13.93%
145,542 $9.06 Billion
Q1 2024

May 07, 2024
BUY
$58.3 - $63.83 $4.82 Million - $5.28 Million
82,687 Added 183.52%
127,742 $8.14 Billion
Q4 2023

Apr 15, 2024
BUY
$52.98 - $60.62 $2.39 Million - $2.73 Million
45,055 New
45,055 $2.72 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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