Capstone Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Capstone Wealth Management, LLC

  • $114 Billion
  • Q2 2025

A detailed history of Capstone Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 29,179 shares of AVDV stock, worth $2.41 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
29,179
Previous 21,448 36.05%
Holding current value
$2.41 Million
Previous $1.5 Billion 54.65%
% of portfolio
2.03%
Previous 1.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$61.76 - $79.32 $477,466 - $613,222
7,731 Added 36.05%
29,179 $2.31 Billion
Q1 2025

Apr 16, 2025
BUY
$63.74 - $71.96 $86,431 - $97,577
1,356 Added 6.75%
21,448 $1.5 Billion
Q4 2024

Jan 17, 2025
BUY
$63.85 - $70.4 $1.28 Million - $1.41 Million
20,092 New
20,092 $1.31 Billion

Others Institutions Holding AVDV

# of Institutions
485
Shares Held
92.1M
Call Options Held
300
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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