A detailed history of Allworth Financial LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Allworth Financial LP holds 3,563 shares of AVDE stock, worth $219,694. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,563
Previous 3,563 -0.0%
Holding current value
$219,694
Previous $221,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$61.17 - $65.29 $2,813 - $3,003
46 Added 1.31%
3,563 $221,000
Q2 2023

Jul 18, 2023

SELL
$55.68 - $59.23 $35,802 - $38,084
-643 Reduced 15.46%
3,517 $201,000
Q1 2023

Apr 18, 2023

BUY
$53.37 - $58.39 $34,316 - $37,544
643 Added 18.28%
4,160 $237,000
Q3 2022

Oct 18, 2022

BUY
$45.36 - $54.56 $159,531 - $191,887
3,517 New
3,517 $160,000

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


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

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP 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 Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.