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%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

548

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