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

Aprio Wealth Management, LLC

$631 Million
Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 6,240 shares of AVDE stock, worth $402,105. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,240

Previous 6,210 0.48%

Holding current value

$402,105

Previous $416,000 8.17%

% of portfolio

0.06%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$60.9 - $66.69 $1,827 - $2,000	30 Added 0.48%	6,240 $382,000
Q3 2024 Oct 07, 2024	BUY	$60.09 - $67.67 $10,215 - $11,503	170 Added 2.81%	6,210 $416,000
Q2 2024 Jul 10, 2024	BUY	$61.17 - $65.29 $11,622 - $12,405	190 Added 3.25%	6,040 $376,000
Q3 2023 Oct 10, 2023	BUY	$55.54 - $59.61 $5,554 - $5,961	100 Added 1.74%	5,850 $325,000
Q2 2023 Jul 13, 2023	BUY	$55.68 - $59.23 $556 - $592	10 Added 0.17%	5,750 $330,000
Q1 2023 Apr 14, 2023	BUY	$53.37 - $58.39 $66,178 - $72,403	1,240 Added 27.56%	5,740 $327,000
Q4 2022 Jan 11, 2023	BUY	$45.5 - $54.96 $204,750 - $247,320	4,500 New	4,500 $0
Q2 2022 Jul 26, 2022	SELL	$50.6 - $61.08 $172,799 - $208,588	-3,415 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$61.06 - $65.7 $208,519 - $224,365	3,415 New	3,415 $213,000

Others Institutions Holding AVDE

# of Institutions

379

Shares Held

74.8M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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