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 $26 Million. This represents 11.61% of its overall portfolio holdings.

Number of Shares

385,191

Previous 326,001 18.16%

Holding current value

$26 Million

Previous $21.9 Million 9.38%

% of portfolio

11.61%

Previous 12.96%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

431

Shares Held

81.6M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History