Modera Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modera Wealth Management, LLC holds 153,726 shares of AVDV stock, worth $10.6 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
153,726
Previous 59,977 156.31%
Holding current value
$10.6 Million
Previous $4.24 Million 136.05%
% of portfolio
0.12%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$63.85 - $70.4 $5.99 Million - $6.6 Million
93,749 Added 156.31%
153,726 $10 Million
Q3 2024

Oct 24, 2024
BUY
$62.52 - $71.12 $43,138 - $49,072
690 Added 1.16%
59,977 $4.24 Million
Q2 2024

Jul 29, 2024
BUY
$63.81 - $68.36 $110,582 - $118,467
1,733 Added 3.01%
59,287 $3.85 Million
Q1 2024

May 14, 2024
BUY
$59.95 - $65.89 $423,546 - $465,512
7,065 Added 13.99%
57,554 $3.79 Million
Q4 2023

Feb 14, 2024
BUY
$54.34 - $62.7 $536,933 - $619,538
9,881 Added 24.33%
50,489 $3.16 Million
Q3 2023

Nov 30, 2023
BUY
$56.69 - $60.91 $2 Million - $2.15 Million
35,236 Added 655.92%
40,608 $2.35 Million
Q3 2023

Nov 01, 2023
SELL
$56.69 - $60.91 $1.85 Million - $1.99 Million
-32,718 Reduced 85.9%
5,372 $310,000
Q2 2023

Aug 07, 2023
BUY
$56.07 - $60.13 $641,889 - $688,368
11,448 Added 42.97%
38,090 $2.19 Million
Q1 2023

May 05, 2023
SELL
$55.2 - $60.58 $55 - $60
-1 Reduced -0.0%
26,642 $1.56 Million
Q4 2022

Feb 07, 2023
BUY
$47.39 - $57.3 $1.01 Million - $1.22 Million
21,268 Added 395.68%
26,643 $1.47 Million
Q3 2022

Nov 01, 2022
BUY
$47.02 - $57.29 $252,732 - $307,933
5,375 New
5,375 $255,000

Others Institutions Holding AVDV

# of Institutions
429
Shares Held
78.3M
Call Options Held
200
Put Options Held
500
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, 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 Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email