Parkshore Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History

Parkshore Wealth Management, Inc.

  • $245 Billion
  • Q3 2025

A detailed history of Parkshore Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 77,279 shares of AVDV stock, worth $6.97 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
77,279
Previous 68,897 12.17%
Holding current value
$6.97 Million
Previous $5.46 Billion 25.96%
% of portfolio
2.8%
Previous 2.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$79.24 - $89.03 $664,189 - $746,249
8,382 Added 12.17%
77,279 $6.88 Billion
Q2 2025

Jul 14, 2025
SELL
$61.76 - $79.32 $868,222 - $1.12 Million
-14,058 Reduced 16.95%
68,897 $5.46 Billion
Q1 2025

May 29, 2025
BUY
$63.74 - $71.96 $205,497 - $231,999
3,224 Added 4.04%
82,955 $5.79 Billion
Q4 2024

Feb 14, 2025
BUY
$63.85 - $70.4 $5.09 Million - $5.61 Million
79,731 New
79,731 $5.19 Billion

Others Institutions Holding AVDV

# of Institutions
543
Shares Held
117M
Call Options Held
4.1K
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Parkshore Wealth Management, Inc. Portfolio

Follow Parkshore Wealth Management, Inc. 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 Parkshore Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Parkshore Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email