Iam Advisory, LLC American Centy ETF Tr Avantis Transaction History

Iam Advisory, LLC

$427 Million
Q4 2025

A detailed history of Iam Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iam Advisory, LLC holds 409,906 shares of AVDE stock, worth $32.9 Million. This represents 7.7% of its overall portfolio holdings.

Number of Shares

409,906

Previous 407,626 0.56%

Holding current value

$32.9 Million

Previous $32.2 Million 2.28%

% of portfolio

7.7%

Previous 7.54%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$77.65 - $81.2 $177,042 - $185,136	2,280 Added 0.56%	409,906 $32.9 Million
Q3 2025 Oct 20, 2025	BUY	$73.24 - $79.04 $293,179 - $316,397	4,003 Added 0.99%	407,626 $32.2 Million
Q2 2025 Jul 08, 2025	BUY	$59.32 - $74.36 $12.7 Million - $15.9 Million	214,294 Added 113.19%	403,623 $29.9 Million
Q1 2025 Apr 11, 2025	SELL	$60.63 - $68.55 $100,585 - $113,724	-1,659 Reduced 0.87%	189,329 $12.7 Million
Q4 2024 Jan 15, 2025	SELL	$60.9 - $66.69 $162,359 - $177,795	-2,666 Reduced 1.38%	190,988 $11.7 Million

Q3 2024 Oct 07, 2024	BUY	$60.09 - $67.67 $79,799 - $89,865	1,328 Added 0.69%	193,654 $13 Million
Q2 2024 Jul 12, 2024	BUY	$61.17 - $65.29 $11.1 Million - $11.8 Million	180,779 Added 1565.59%	192,326 $12 Million
Q1 2024 Apr 15, 2024	BUY	$58.3 - $63.83 $56,259 - $61,595	965 Added 9.12%	11,547 $736,000
Q4 2023 Jan 12, 2024	BUY	$52.98 - $60.62 $30,039 - $34,371	567 Added 5.66%	10,582 $639,000
Q3 2023 Oct 10, 2023	BUY	$55.54 - $59.61 $5,276 - $5,662	95 Added 0.96%	10,015 $557,000
Q2 2023 Jul 13, 2023	BUY	$55.68 - $59.23 $4,454 - $4,738	80 Added 0.81%	9,920 $569,000
Q1 2023 Apr 10, 2023	BUY	$53.37 - $58.39 $525,160 - $574,557	9,840 New	9,840 $561,000

Others Institutions Holding AVDE

# of Institutions

545

Shares Held

110M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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