A detailed history of Atwood & Palmer Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atwood & Palmer Inc holds 601,932 shares of AVDE stock, worth $39 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares
601,932
Previous 593,902 1.35%
Holding current value
$39 Million
Previous $37.9 Million 1.0%
% of portfolio
2.87%
Previous 2.9%

Shares

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

Jul 10, 2024

BUY
$61.17 - $65.29 $491,195 - $524,278
8,030 Added 1.35%
601,932 $37.5 Million
Q1 2024

Apr 10, 2024

BUY
$58.3 - $63.83 $3.26 Million - $3.57 Million
55,914 Added 10.39%
593,902 $37.9 Million
Q4 2023

Jan 12, 2024

BUY
$52.98 - $60.62 $660,130 - $755,325
12,460 Added 2.37%
537,988 $32.5 Million
Q3 2023

Oct 20, 2023

BUY
$55.54 - $59.61 $1.64 Million - $1.76 Million
29,458 Added 5.94%
525,528 $29.2 Million
Q2 2023

Jul 18, 2023

BUY
$55.68 - $59.23 $1.64 Million - $1.74 Million
29,380 Added 6.3%
496,070 $28.5 Million
Q1 2023

Apr 21, 2023

BUY
$53.37 - $58.39 $251,639 - $275,308
4,715 Added 1.02%
466,690 $26.6 Million
Q4 2022

Jan 31, 2023

BUY
$48.94 - $54.96 $22.6 Million - $25.4 Million
461,975 New
461,975 $24.6 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


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

Track Atwood & Palmer Inc Portfolio

Follow Atwood & Palmer Inc 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 Atwood & Palmer Inc, based on Form 13F filings with the SEC.

News

Stay updated on Atwood & Palmer Inc with notifications on news.