Creative Planning American Centy ETF Tr Avantis Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 667,462 shares of AVDE stock, worth $53.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

667,462

Previous 695,296 4.0%

Holding current value

$53.6 Million

Previous $51.5 Million 2.34%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$73.24 - $79.04 $2.04 Million - $2.2 Million	-27,834 Reduced 4.0%	667,462 $52.7 Million
Q2 2025 Aug 08, 2025	SELL	$59.32 - $74.36 $2.71 Million - $3.4 Million	-45,750 Reduced 6.17%	695,296 $51.5 Million
Q1 2025 May 15, 2025	SELL	$60.63 - $68.55 $2.4 Million - $2.71 Million	-39,536 Reduced 5.06%	741,046 $49.1 Million
Q4 2024 Feb 14, 2025	SELL	$60.9 - $66.69 $2.05 Million - $2.25 Million	-33,676 Reduced 4.14%	780,582 $47.9 Million
Q3 2024 Oct 11, 2024	SELL	$60.09 - $67.67 $3.58 Million - $4.04 Million	-59,628 Reduced 6.82%	814,258 $54.6 Million

Q2 2024 Aug 15, 2024	SELL	$61.17 - $65.29 $1.68 Million - $1.79 Million	-27,393 Reduced 3.04%	873,886 $54.4 Million
Q1 2024 May 10, 2024	SELL	$58.3 - $63.83 $11.8 Million - $13 Million	-202,909 Reduced 18.38%	901,279 $57.4 Million
Q4 2023 Feb 14, 2024	SELL	$52.98 - $60.62 $10.3 Million - $11.8 Million	-195,159 Reduced 15.02%	1,104,188 $66.7 Million
Q3 2023 Nov 16, 2023	SELL	$55.54 - $59.61 $10.3 Million - $11.1 Million	-186,066 Reduced 12.53%	1,299,347 $72.3 Million
Q2 2023 Jul 21, 2023	SELL	$55.68 - $59.23 $8.19 Million - $8.71 Million	-147,066 Reduced 9.01%	1,485,413 $85.3 Million
Q1 2023 May 15, 2023	SELL	$53.37 - $58.39 $64.3 Million - $70.4 Million	-1,205,328 Reduced 42.47%	1,632,479 $93.1 Million
Q4 2022 Feb 10, 2023	BUY	$45.5 - $54.96 $129 Million - $156 Million	2,837,807 New	2,837,807 $151 Million

Others Institutions Holding AVDE

# of Institutions

546

Shares Held

109M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning American Centy ETF Tr Avantis Transaction History