A detailed history of Cornerstone Planning Group LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 933 shares of AVDV stock, worth $84,147. This represents 0.01% of its overall portfolio holdings.

Number of Shares
933
Previous 554 68.41%
Holding current value
$84,147
Previous $45.2 Million 85.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2025

BUY
$79.24 - $89.03 $30,031 - $33,742
379 Added 68.41%
933 $83.8 Million
Q2 2025

Aug 11, 2025

SELL
$61.76 - $79.32 $25,506 - $32,759
-413 Reduced 42.71%
554 $45.2 Million
Q1 2025

Apr 30, 2025

BUY
$63.74 - $71.96 $61,636 - $69,585
967 New
967 $68.4 Million

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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