A detailed history of United Capital Financial Advisers, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4,897 shares of AVDE stock, worth $300,969. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,897
Previous 4,897 -0.0%
Holding current value
$300,969
Previous $304,000 7.89%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$52.98 - $60.62 $18,225 - $20,853
344 Added 7.56%
4,897 $295,000
Q4 2022

Feb 14, 2023

BUY
$45.5 - $54.96 $207,161 - $250,232
4,553 New
4,553 $242,000

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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