Balboa Wealth Partners American Centy ETF Tr Avantis Transaction History

Balboa Wealth Partners

$572 Million
Q4 2025

A detailed history of Balboa Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balboa Wealth Partners holds 12,359 shares of AVDV stock, worth $1.11 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

12,359

Previous 10,042 23.07%

Holding current value

$1.11 Million

Previous $894,000 24.61%

% of portfolio

0.19%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$87.37 - $90.92 $202,436 - $210,661	2,317 Added 23.07%	12,359 $1.11 Million
Q3 2025 Nov 06, 2025	BUY	$79.24 - $89.03 $795,728 - $894,039	10,042 New	10,042 $894,000
Q3 2024 Nov 06, 2024	BUY	$62.52 - $71.12 $7,002 - $7,965	112 Added 3.2%	3,608 $254,000
Q2 2024 Aug 13, 2024	SELL	$63.81 - $68.36 $43,773 - $46,894	-686 Reduced 16.4%	3,496 $227,000
Q4 2023 Feb 09, 2024	SELL	$54.34 - $62.7 $49,503 - $57,119	-911 Reduced 17.89%	4,182 $261,000

Q2 2023 Aug 08, 2023	SELL	$56.07 - $60.13 $24,222 - $25,976	-432 Reduced 7.82%	5,093 $293,000
Q1 2023 May 11, 2023	BUY	$55.2 - $60.58 $304,980 - $334,704	5,525 New	5,525 $323,000

Others Institutions Holding AVDV

# of Institutions

543

Shares Held

117M

Call Options Held

4.1K

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

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Balboa Wealth Partners American Centy ETF Tr Avantis Transaction History