Kaufman Rossin Wealth, LLC American Centy ETF Tr Avantis Transaction History

Kaufman Rossin Wealth, LLC

  • $183 Billion
  • Q3 2025

A detailed history of Kaufman Rossin Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 166,041 shares of AVDV stock, worth $15 Million. This represents 8.09% of its overall portfolio holdings.

Number of Shares
166,041
Previous 158,410 4.82%
Holding current value
$15 Million
Previous $12.6 Billion 17.71%
% of portfolio
8.09%
Previous 7.95%

Shares

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

Oct 14, 2025
BUY
$79.24 - $89.03 $604,680 - $679,387
7,631 Added 4.82%
166,041 $14.8 Billion
Q2 2025

Jul 11, 2025
BUY
$61.76 - $79.32 $928,685 - $1.19 Million
15,037 Added 10.49%
158,410 $12.6 Billion
Q1 2025

May 14, 2025
BUY
$63.74 - $71.96 $448,538 - $506,382
7,037 Added 5.16%
143,373 $10 Billion
Q4 2024

Jan 23, 2025
BUY
$63.85 - $70.4 $8.71 Million - $9.6 Million
136,336 New
136,336 $8.87 Billion

Others Institutions Holding AVDV

# of Institutions
538
Shares Held
116M
Call Options Held
4.1K
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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