Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 201,498 shares of AVDV stock, worth $14.2 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares
201,498
Previous 169,806 18.66%
Holding current value
$14.2 Million
Previous $12 Million 9.28%
% of portfolio
4.57%
Previous 4.27%

Shares

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

Jan 31, 2025
BUY
$63.85 - $70.4 $2.02 Million - $2.23 Million
31,692 Added 18.66%
201,498 $13.1 Million
Q3 2024

Oct 24, 2024
BUY
$62.52 - $71.12 $6.71 Million - $7.63 Million
107,342 Added 171.85%
169,806 $12 Million
Q2 2024

Jul 30, 2024
BUY
$63.81 - $68.36 $3.99 Million - $4.27 Million
62,464 New
62,464 $4.06 Million

Others Institutions Holding AVDV

# of Institutions
433
Shares Held
78.5M
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
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