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

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025

A detailed history of Rialto Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 115,414 shares of AVDV stock, worth $10.4 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares
115,414
Previous 103,153 11.89%
Holding current value
$10.4 Million
Previous $9.18 Million 13.35%
% of portfolio
2.71%
Previous 2.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$87.37 - $90.92 $1.07 Million - $1.11 Million
12,261 Added 11.89%
115,414 $10.4 Million
Q3 2025

Nov 07, 2025
BUY
$79.24 - $89.03 $596,201 - $669,861
7,524 Added 7.87%
103,153 $9.18 Million
Q2 2025

Aug 06, 2025
BUY
$61.76 - $79.32 $943,322 - $1.21 Million
15,274 Added 19.01%
95,629 $7.58 Million
Q1 2025

Apr 10, 2025
BUY
$63.74 - $71.96 $634,149 - $715,930
9,949 Added 14.13%
80,355 $5.66 Million
Q4 2024

Feb 07, 2025
BUY
$63.85 - $70.4 $4.5 Million - $4.96 Million
70,406 New
70,406 $4.58 Billion

Others Institutions Holding AVDV

# of Institutions
565
Shares Held
118M
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
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