Falcon Wealth Planning American Centy ETF Tr Avantis Transaction History

Falcon Wealth Planning

  • $810 Million
  • Q4 2024

A detailed history of Falcon Wealth Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Falcon Wealth Planning holds 63,874 shares of AVDE stock, worth $4.19 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
63,874
Previous 47,924 33.28%
Holding current value
$4.19 Million
Previous $3.21 Million 22.01%
% of portfolio
0.48%
Previous 0.4%

Shares

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

Jan 22, 2025
BUY
$60.9 - $66.69 $971,355 - $1.06 Million
15,950 Added 33.28%
63,874 $3.92 Million
Q3 2024

Oct 30, 2024
BUY
$60.09 - $67.67 $2.88 Million - $3.24 Million
47,924 New
47,924 $3.21 Million

Others Institutions Holding AVDE

# of Institutions
436
Shares Held
82.1M
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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