A detailed history of Gradient Capital Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 20,755 shares of AVDV stock, worth $1.35 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
20,755
Previous 21,179 2.0%
Holding current value
$1.35 Million
Previous $1.38 Million 6.62%
% of portfolio
0.49%
Previous 0.5%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$62.52 - $71.12 $26,508 - $30,154
-424 Reduced 2.0%
20,755 $1.47 Million
Q2 2024

Jul 19, 2024

SELL
$63.81 - $68.36 $28,778 - $30,830
-451 Reduced 2.09%
21,179 $1.38 Million
Q1 2024

Apr 17, 2024

SELL
$59.95 - $65.89 $4,796 - $5,271
-80 Reduced 0.37%
21,630 $1.42 Million
Q4 2023

Jan 31, 2024

BUY
$54.34 - $62.7 $31,136 - $35,927
573 Added 2.71%
21,710 $1.36 Million
Q3 2023

Oct 24, 2023

BUY
$56.69 - $60.91 $1,530 - $1,644
27 Added 0.13%
21,137 $1.22 Million
Q2 2023

Jul 18, 2023

SELL
$56.07 - $60.13 $23,212 - $24,893
-414 Reduced 1.92%
21,110 $1.22 Million
Q1 2023

Apr 17, 2023

SELL
$55.2 - $60.58 $77,445 - $84,993
-1,403 Reduced 6.12%
21,524 $1.26 Million
Q4 2022

Feb 03, 2023

BUY
$47.39 - $57.3 $21,041 - $25,441
444 Added 1.97%
22,927 $1.27 Million
Q3 2022

Nov 04, 2022

SELL
$47.02 - $57.29 $92,206 - $112,345
-1,961 Reduced 8.02%
22,483 $1.07 Million
Q2 2022

Jul 18, 2022

BUY
$52.51 - $63.48 $82,755 - $100,044
1,576 Added 6.89%
24,444 $1.29 Million
Q1 2022

Apr 29, 2022

BUY
$57.89 - $66.21 $116,358 - $133,082
2,010 Added 9.64%
22,868 $1.43 Million
Q4 2021

Jan 31, 2022

BUY
$61.47 - $67.38 $218,710 - $239,738
3,558 Added 20.57%
20,858 $1.35 Million
Q3 2021

Nov 02, 2021

BUY
$62.22 - $67.58 $174,091 - $189,088
2,798 Added 19.29%
17,300 $1.12 Million
Q2 2021

Aug 02, 2021

BUY
$63.07 - $67.81 $164,486 - $176,848
2,608 Added 21.93%
14,502 $939,000
Q1 2021

Apr 21, 2021

BUY
$56.74 - $63.41 $375,845 - $420,027
6,624 Added 125.69%
11,894 $740,000
Q4 2020

Jan 20, 2021

BUY
$45.82 - $57.32 $241,471 - $302,076
5,270 New
5,270 $301,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


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