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

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,682 shares of AVDV stock, worth $783,029. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,682

Previous 11,033 21.31%

Holding current value

$783,029

Previous $874,000 88337.53%

% of portfolio

0.02%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$79.24 - $89.03 $186,293 - $209,309	-2,351 Reduced 21.31%	8,682 $773 Million
Q2 2025 Aug 14, 2025	SELL	$61.76 - $79.32 $5,434 - $6,980	-88 Reduced 0.79%	11,033 $874,000
Q1 2025 May 15, 2025	BUY	$63.74 - $71.96 $16,827 - $18,997	264 Added 2.43%	11,121 $776 Million
Q4 2024 May 30, 2025	BUY	$63.85 - $70.4 $11,748 - $12,953	184 Added 1.65%	11,305 $735,000
Q4 2024 Feb 11, 2025	SELL	$63.85 - $70.4 $33,074 - $36,467	-518 Reduced 4.55%	10,857 $738 Million

Q3 2024 May 30, 2025	BUY	$62.52 - $71.12 $15,880 - $18,064	254 Added 2.28%	11,375 $803,000
Q3 2024 Nov 05, 2024	BUY	$62.52 - $71.12 $711,165 - $808,990	11,375 New	11,375 $804 Million

Others Institutions Holding AVDV

# of Institutions

537

Shares Held

116M

Call Options Held

4.1K

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

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