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 382,550 shares of AVDE stock, worth $24.6 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
382,550
Holding current value
$24.6 Million
% of portfolio
0.29%

Shares

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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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.