Liberty Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,784 shares of AVDV stock, worth $341,278. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,784
Previous 3,784 -0.0%
Holding current value
$341,278
Previous $299,000 12.37%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$61.76 - $79.32 $4,261 - $5,473
69 Added 1.86%
3,784 $299,000
Q4 2024

Feb 07, 2025
BUY
$63.85 - $70.4 $5,810 - $6,406
91 Added 2.51%
3,715 $241,000
Q2 2024

Aug 06, 2024
BUY
$63.81 - $68.36 $4,083 - $4,375
64 Added 1.8%
3,624 $235,000
Q4 2023

Feb 08, 2024
BUY
$54.34 - $62.7 $2,771 - $3,197
51 Added 1.45%
3,560 $222,000
Q2 2023

Aug 10, 2023
BUY
$56.07 - $60.13 $3,924 - $4,209
70 Added 2.04%
3,509 $201,000
Q1 2023

May 03, 2023
BUY
$55.2 - $60.58 $189,832 - $208,334
3,439 New
3,439 $201,000
Q2 2022

Aug 15, 2022
SELL
$52.51 - $63.48 $174,753 - $211,261
-3,328 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$61.47 - $67.38 $3,012 - $3,301
49 Added 1.49%
3,328 $214,000
Q2 2021

Aug 13, 2021
SELL
$63.07 - $67.81 $13.2 Million - $14.2 Million
-208,971 Reduced 98.46%
3,279 $212,000
Q2 2021

Aug 13, 2021
BUY
$63.07 - $67.81 $13.4 Million - $14.4 Million
212,250 New
212,250 $3.28 Million

Others Institutions Holding AVDV

# of Institutions
553
Shares Held
117M
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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