Confluence Investment Management LLC American Centy ETF Tr Avantis Transaction History

Confluence Investment Management LLC

  • $6.32 Billion
  • Q4 2025

A detailed history of Confluence Investment Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Confluence Investment Management LLC holds 124,409 shares of AVDV stock, worth $11.2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
124,409
Previous 98,253 26.62%
Holding current value
$11.2 Million
Previous $8.75 Million 28.27%
% of portfolio
0.18%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
$87.37 - $90.92 $2.29 Million - $2.38 Million
26,156 Added 26.62%
124,409 $11.2 Million
Q3 2025

Oct 14, 2025
BUY
$79.24 - $89.03 $7.79 Million - $8.75 Million
98,253 New
98,253 $8.75 Million

Others Institutions Holding AVDV

# of Institutions
538
Shares Held
116M
Call Options Held
4.1K
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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