Iag Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Iag Wealth Partners, LLC

  • $743 Million
  • Q3 2025

A detailed history of Iag Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 202,458 shares of AVDE stock, worth $16.2 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
202,458
Previous 197,171 2.68%
Holding current value
$16.2 Million
Previous $14.6 Million 9.46%
% of portfolio
2.15%
Previous 2.14%

Shares

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

Nov 12, 2025
BUY
$73.24 - $79.04 $387,219 - $417,884
5,287 Added 2.68%
202,458 $16 Million
Q2 2025

Aug 13, 2025
SELL
$59.32 - $74.36 $1.22 Million - $1.53 Million
-20,605 Reduced 9.46%
197,171 $14.6 Million
Q1 2025

Apr 16, 2025
BUY
$60.63 - $68.55 $1.56 Million - $1.77 Million
25,808 Added 13.44%
217,776 $14.4 Million
Q4 2024

Feb 10, 2025
BUY
$60.9 - $66.69 $940,661 - $1.03 Million
15,446 Added 8.75%
191,968 $11.8 Million
Q3 2024

Oct 29, 2024
BUY
$60.09 - $67.67 $866,137 - $975,395
14,414 Added 8.89%
176,522 $11.8 Million
Q2 2024

Jul 16, 2024
BUY
$61.17 - $65.29 $1.48 Million - $1.58 Million
24,218 Added 17.56%
162,108 $10.1 Million
Q1 2024

Apr 24, 2024
BUY
$58.3 - $63.83 $1.28 Million - $1.4 Million
22,000 Added 18.98%
137,890 $8.79 Million
Q4 2023

Feb 02, 2024
BUY
$52.98 - $60.62 $3.6 Million - $4.12 Million
67,928 Added 141.63%
115,890 $7 Million
Q3 2023

Oct 24, 2023
BUY
$55.54 - $59.61 $1.54 Million - $1.66 Million
27,797 Added 137.85%
47,962 $2.67 Million
Q2 2023

Aug 10, 2023
BUY
$55.68 - $59.23 $1.12 Million - $1.19 Million
20,165 New
20,165 $1.16 Million

Others Institutions Holding AVDE

# of Institutions
547
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 Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, LLC 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 Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email