Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Yardley Wealth Management LLC

  • $206 Million
  • Q4 2024

A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 385,191 shares of AVDE stock, worth $25.3 Million. This represents 11.61% of its overall portfolio holdings.

Number of Shares
385,191
Previous 326,001 18.16%
Holding current value
$25.3 Million
Previous $21.9 Million 9.38%
% of portfolio
11.61%
Previous 12.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$60.9 - $66.69 $3.6 Million - $3.95 Million
59,190 Added 18.16%
385,191 $23.9 Million
Q3 2024

Nov 08, 2024
BUY
$60.09 - $67.67 $19.6 Million - $22.1 Million
326,001 New
326,001 $21.9 Million

Others Institutions Holding AVDE

# of Institutions
424
Shares Held
81.2M
Call Options Held
800
Put Options Held
1.6K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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