A detailed history of Accredited Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 39,462 shares of AVES stock, worth $2.32 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
39,462
Previous 8,585 359.66%
Holding current value
$2.32 Million
Previous $460 Million 17.0%
% of portfolio
0.4%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$53.51 - $57.96 $1.65 Million - $1.79 Million
30,877 Added 359.66%
39,462 $538 Million
Q2 2025

Aug 12, 2025

BUY
$42.02 - $53.63 $360,741 - $460,413
8,585 New
8,585 $460 Million
Q4 2024

Feb 14, 2025

BUY
$46.2 - $53.09 $388,495 - $446,433
8,409 New
8,409 $388 Million

Others Institutions Holding AVES

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVES
  • Sector ETFs
  • Industry ETFs
More about AVES
Track This Portfolio

Track Accredited Wealth Management, LLC Portfolio

Follow Accredited Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accredited Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accredited Wealth Management, LLC with notifications on news.