Heritage Wealth Architects, Inc. American Centy ETF Tr Avantis Transaction History

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 109,761 shares of AVDE stock, worth $8.81 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares
109,761
Previous 94,193 16.53%
Holding current value
$8.81 Million
Previous $6.97 Billion 24.23%
% of portfolio
5.33%
Previous 5.13%

Shares

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

Oct 02, 2025
BUY
$73.24 - $79.04 $1.14 Million - $1.23 Million
15,568 Added 16.53%
109,761 $8.66 Billion
Q2 2025

Jul 09, 2025
BUY
$59.32 - $74.36 $52,142 - $65,362
879 Added 0.94%
94,193 $6.97 Billion
Q1 2025

May 15, 2025
BUY
$60.63 - $68.55 $5.66 Million - $6.4 Million
93,314 New
93,314 $6.18 Billion

Others Institutions Holding AVDE

# of Institutions
546
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Heritage Wealth Architects, Inc. Portfolio

Follow Heritage Wealth Architects, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Architects, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Architects, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email