Bright Futures Wealth Management, Llc. American Centy ETF Tr Avantis Transaction History

Bright Futures Wealth Management, Llc.

  • $87.3 Million
  • Q1 2025

A detailed history of Bright Futures Wealth Management, Llc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 41,243 shares of AVDV stock, worth $3.25 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
41,243
Previous 48,777 15.45%
Holding current value
$3.25 Million
Previous $3.17 Million 9.39%
% of portfolio
3.29%
Previous 3.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$63.74 - $71.96 $480,217 - $542,146
-7,534 Reduced 15.45%
41,243 $2.88 Million
Q4 2024

Jan 30, 2025
SELL
$63.85 - $70.4 $65,829 - $72,582
-1,031 Reduced 2.07%
48,777 $3.17 Million
Q3 2024

Oct 31, 2024
SELL
$62.52 - $71.12 $14,754 - $16,784
-236 Reduced 0.47%
49,808 $3.52 Million
Q2 2024

Aug 07, 2024
BUY
$63.81 - $68.36 $166,288 - $178,146
2,606 Added 5.49%
50,044 $3.25 Million
Q1 2024

Jun 28, 2024
BUY
$59.95 - $65.89 $2.84 Million - $3.13 Million
47,438 New
47,438 $3.08 Billion

Others Institutions Holding AVDV

# of Institutions
461
Shares Held
91M
Call Options Held
300
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, Llc. 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 Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email