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

Modera Wealth Management, LLC

$8.27 Billion
Q4 2025

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 385,965 shares of AVDE stock, worth $31 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

385,965

Previous 392,739 1.72%

Holding current value

$31 Million

Previous $31 Million 0.05%

% of portfolio

0.37%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$77.65 - $81.2 $526,001 - $550,048	-6,774 Reduced 1.72%	385,965 $31 Million
Q3 2025 Oct 31, 2025	SELL	$73.24 - $79.04 $742,067 - $800,833	-10,132 Reduced 2.51%	392,739 $31 Million
Q2 2025 Aug 06, 2025	SELL	$59.32 - $74.36 $646,113 - $809,929	-10,892 Reduced 2.63%	402,871 $29.8 Million
Q1 2025 May 08, 2025	BUY	$60.63 - $68.55 $1.89 Million - $2.14 Million	31,213 Added 8.16%	413,763 $27.4 Million
Q4 2024 Feb 05, 2025	BUY	$60.9 - $66.69 $23.3 Million - $25.5 Million	382,550 New	382,550 $23.5 Million

Q2 2022 Jul 27, 2022	SELL	$50.6 - $61.08 $395,439 - $477,340	-7,815 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$55.3 - $64.55 $51,484 - $60,096	931 Added 13.52%	7,815 $472,000
Q4 2021 Feb 04, 2022	BUY	$60.93 - $65.74 $419,442 - $452,554	6,884 New	6,884 $436,000

Others Institutions Holding AVDE

# of Institutions

565

Shares Held

111M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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