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 52,585 shares of AVDE stock, worth $3.36 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
52,585
Previous 51,794 1.53%
Holding current value
$3.36 Million
Previous $3.47 Billion 7.04%
% of portfolio
2.02%
Previous 2.25%

Shares

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