Bogart Wealth, LLC American Centy ETF Tr Avantis Transaction History

Bogart Wealth, LLC

$2.46 Billion
Q3 2025

A detailed history of Bogart Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bogart Wealth, LLC holds 2,740 shares of AVDE stock, worth $219,885. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,740

Holding current value

$219,885

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 27, 2025	BUY	$73.24 - $79.04 $200,677 - $216,569	2,740 New	2,740 $216,000

Others Institutions Holding AVDE

# of Institutions

546

Shares Held

109M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

4.93M
Shares

$396 Million
0.09% of portfolio
Wealth Enhancement Advisory Services, LLC

4.9M
Shares

$393 Million
0.63% of portfolio
Envestnet Asset Management Inc

4.07M
Shares

$327 Million
0.1% of portfolio
American Century Companies Inc Kansas City, MO

3.67M
Shares

$295 Million
0.15% of portfolio
Ci Private Wealth, LLC Miami, FL

3.61M
Shares

$289 Million
0.46% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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