A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 59,077 shares of AVDE stock, worth $4.74 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
59,077
Previous 60,105 1.71%
Holding current value
$4.74 Million
Previous $4.45 Billion 4.78%
% of portfolio
2.16%
Previous 2.32%

Shares

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

Oct 28, 2025

SELL
$73.24 - $79.04 $75,290 - $81,253
-1,028 Reduced 1.71%
59,077 $4.66 Billion
Q2 2025

Aug 06, 2025

BUY
$59.32 - $74.36 $351,115 - $440,136
5,919 Added 10.92%
60,105 $4.45 Billion
Q1 2025

May 01, 2025

BUY
$60.63 - $68.55 $97,068 - $109,748
1,601 Added 3.04%
54,186 $3.59 Billion
Q4 2024

Jan 22, 2025

BUY
$60.9 - $66.69 $48,171 - $52,751
791 Added 1.53%
52,585 $3.23 Billion
Q3 2024

Oct 28, 2024

BUY
$60.09 - $67.67 $502,232 - $565,585
8,358 Added 19.24%
51,794 $3.47 Billion
Q2 2024

Jul 16, 2024

SELL
$61.17 - $65.29 $1,590 - $1,697
-26 Reduced 0.06%
43,436 $2.7 Billion
Q1 2024

Apr 30, 2024

SELL
$58.3 - $63.83 $89,257 - $97,723
-1,531 Reduced 3.4%
43,462 $2.77 Billion
Q4 2023

Jan 05, 2024

BUY
$52.98 - $60.62 $2.38 Million - $2.73 Million
44,993 New
44,993 $2.5 Billion

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


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