A detailed history of Journey Strategic Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 575,848 shares of AVDE stock, worth $46.2 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
575,848
Previous 444,442 29.57%
Holding current value
$46.2 Million
Previous $32.9 Million 38.13%
% of portfolio
1.33%
Previous 1.09%

Shares

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

Nov 12, 2025

BUY
$73.24 - $79.04 $9.62 Million - $10.4 Million
131,406 Added 29.57%
575,848 $45.4 Million
Q2 2025

Aug 12, 2025

BUY
$59.32 - $74.36 $13 Million - $16.3 Million
218,829 Added 96.99%
444,442 $32.9 Million
Q1 2025

May 06, 2025

BUY
$60.63 - $68.55 $13.7 Million - $15.5 Million
225,613 New
225,613 $15 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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