Milestone Investment Advisors LLC American Centy ETF Tr Avantis Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 116,096 shares of AVDE stock, worth $9.32 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
116,096
Previous 97,802 18.71%
Holding current value
$9.32 Million
Previous $7.24 Million 26.54%
% of portfolio
2.32%
Previous 1.95%

Shares

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

Nov 14, 2025
BUY
$73.24 - $79.04 $1.34 Million - $1.45 Million
18,294 Added 18.71%
116,096 $9.16 Million
Q2 2025

Aug 13, 2025
BUY
$59.32 - $74.36 $356,157 - $446,457
6,004 Added 6.54%
97,802 $7.24 Million
Q1 2025

Apr 28, 2025
BUY
$60.63 - $68.55 $1.09 Million - $1.23 Million
18,008 Added 24.4%
91,798 $6.08 Million
Q4 2024

Feb 12, 2025
BUY
$60.9 - $66.69 $4.49 Million - $4.92 Million
73,790 New
73,790 $4.53 Million

Others Institutions Holding AVDE

# of Institutions
545
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 Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors 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 Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email