Ep Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,798 shares of AVDE stock, worth $122,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,798
Holding current value
$122,551
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$60.9 - $66.69 $109,498 - $119,908
1,798 New
1,798 $110,000
Q4 2023

Feb 28, 2024
BUY
$52.98 - $60.62 $246,357 - $281,883
4,650 New
4,650 $280,000

Others Institutions Holding AVDE

# of Institutions
431
Shares Held
81.6M
Call Options Held
800
Put Options Held
1.6K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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