Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History

Orba Wealth Advisors, L.L.C.

$198 Billion
Q1 2025

A detailed history of Orba Wealth Advisors, L.L.C. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 70,695 shares of AVDE stock, worth $4.64 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares

70,695

Previous 65,500 7.93%

Holding current value

$4.64 Million

Previous $4.02 Billion 16.55%

% of portfolio

2.36%

Previous 2.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$60.63 - $68.55 $314,972 - $356,117	5,195 Added 7.93%	70,695 $4.68 Billion
Q4 2024 Feb 04, 2025	SELL	$60.9 - $66.69 $230,567 - $252,488	-3,786 Reduced 5.46%	65,500 $4.02 Billion
Q3 2024 Oct 09, 2024	BUY	$60.09 - $67.67 $2,403 - $2,706	40 Added 0.06%	69,286 $4.64 Billion
Q2 2024 Jul 16, 2024	BUY	$61.17 - $65.29 $130,475 - $139,263	2,133 Added 3.18%	69,246 $4.31 Billion
Q1 2024 Apr 30, 2024	SELL	$58.3 - $63.83 $42,559 - $46,595	-730 Reduced 1.08%	67,113 $4.28 Billion
Q4 2023 Feb 12, 2024	BUY	$52.98 - $60.62 $3.59 Million - $4.11 Million	67,843 New	67,843 $4.1 Billion

Others Institutions Holding AVDE

# of Institutions

436

Shares Held

82.1M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History