Aspiriant, LLC American Centy ETF Tr Avantis Transaction History

Aspiriant, LLC

$2.86 Billion
Q1 2025

A detailed history of Aspiriant, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Aspiriant, LLC holds 5,570 shares of AVDE stock, worth $380,431. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,570

Holding current value

$380,431

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$60.63 - $68.55 $337,709 - $381,823	5,570 New	5,570 $369,000

Others Institutions Holding AVDE

# of Institutions

441

Shares Held

82M

Call Options Held

800

Put Options Held

1.6K

Strategic Financial Concepts, LLC San Antonio, TX

6.12M
Shares

$418 Million
1.17% of portfolio
Wealth Enhancement Advisory Services, LLC

4.73M
Shares

$323 Million
0.64% of portfolio
Annex Advisory Services, LLC

3.79M
Shares

$259 Million
8.8% of portfolio
Ci Private Wealth, LLC Miami, FL

3.38M
Shares

$231 Million
0.32% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.84M
Shares

$194 Million
19.21% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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