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 92,398 shares of AVUV stock, worth $9.02 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

92,398

Previous 80,679 14.53%

Holding current value

$9.02 Million

Previous $7.35 Billion 25.12%

% of portfolio

0.16%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$90.37 - $102.12 $1.06 Million - $1.2 Million	11,719 Added 14.53%	92,398 $9.2 Billion
Q2 2025 Jul 25, 2025	BUY	$75.17 - $91.21 $505,067 - $612,839	6,719 Added 9.08%	80,679 $7.35 Billion
Q1 2025 Apr 29, 2025	BUY	$84.95 - $100.62 $959,340 - $1.14 Million	11,293 Added 18.02%	73,960 $6.45 Billion
Q4 2024 Feb 03, 2025	BUY	$94.37 - $106.41 $731,556 - $824,890	7,752 Added 14.12%	62,667 $6.05 Billion
Q3 2024 Oct 30, 2024	BUY	$88.24 - $99.7 $109,152 - $123,328	1,237 Added 2.3%	54,915 $5.27 Billion

Q2 2024 Jul 30, 2024	BUY	$86.93 - $93.77 $48,420 - $52,229	557 Added 1.05%	53,678 $4.82 Billion
Q1 2024 May 07, 2024	SELL	$84.87 - $93.71 $190,787 - $210,660	-2,248 Reduced 4.06%	53,121 $4.98 Billion
Q4 2023 Apr 15, 2024	BUY	$73.38 - $91.25 $4.06 Million - $5.05 Million	55,369 New	55,369 $4.97 Billion

Others Institutions Holding AVUV

# of Institutions

959

Shares Held

135M

Call Options Held

36.9K

Put Options Held

18.5K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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