A detailed history of Atria Wealth Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 15,375 shares of AVDV stock, worth $1.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,375
Previous 16,207 5.13%
Holding current value
$1.38 Million
Previous $1.13 Million 7.79%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Jul 25, 2025

SELL
$61.76 - $79.32 $51,384 - $65,994
-832 Reduced 5.13%
15,375 $1.22 Million
Q1 2025

May 09, 2025

BUY
$63.74 - $71.96 $1.03 Million - $1.17 Million
16,207 New
16,207 $1.13 Million
Q3 2024

Nov 08, 2024

BUY
$62.52 - $71.12 $185,809 - $211,368
2,972 New
2,972 $210,000
Q1 2024

May 13, 2024

SELL
$59.95 - $65.89 $58,930 - $64,769
-983 Reduced 19.16%
4,147 $273,000
Q4 2023

Feb 02, 2024

SELL
$54.34 - $62.7 $217 - $250
-4 Reduced 0.08%
5,130 $320,000
Q3 2023

Nov 08, 2023

BUY
$56.69 - $60.91 $291,046 - $312,711
5,134 New
5,134 $297,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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