Root Financial Partners, LLC American Centy ETF Tr Avantis Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Root Financial Partners, LLC holds 898 shares of AVDV stock, worth $80,990. This represents 0.0% of its overall portfolio holdings.

Number of Shares
898
Holding current value
$80,990
% of portfolio
0.0%

Shares

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

Oct 29, 2025
BUY
$79.24 - $89.03 $71,157 - $79,948
898 New
898 $79.9 Million
Q4 2023

Jan 29, 2024
SELL
$54.34 - $62.7 $4,836 - $5,580
-89 Reduced 2.27%
3,834 $240 Million
Q2 2023

Jul 26, 2023
SELL
$56.07 - $60.13 $100,869 - $108,173
-1,799 Reduced 31.44%
3,923 $226 Million
Q1 2023

May 11, 2023
BUY
$55.2 - $60.58 $315,854 - $346,638
5,722 New
5,722 $335 Million

Others Institutions Holding AVDV

# of Institutions
537
Shares Held
116M
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 Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC 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 Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email