Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History

Bsw Wealth Partners

$788 Million
Q3 2025

A detailed history of Bsw Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bsw Wealth Partners holds 648,068 shares of AVDE stock, worth $51.2 Million. This represents 6.49% of its overall portfolio holdings.

Number of Shares

648,068

Previous 621,784 4.23%

Holding current value

$51.2 Million

Previous $46 Million 11.11%

% of portfolio

6.49%

Previous 6.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$73.24 - $79.04 $1.93 Million - $2.08 Million	26,284 Added 4.23%	648,068 $51.1 Million
Q2 2025 Jul 18, 2025	BUY	$59.32 - $74.36 $1.49 Million - $1.87 Million	25,177 Added 4.22%	621,784 $46 Million
Q1 2025 Apr 24, 2025	BUY	$60.63 - $68.55 $350,744 - $396,561	5,785 Added 0.98%	596,607 $39.5 Million
Q4 2024 Jan 22, 2025	SELL	$60.9 - $66.69 $382,269 - $418,613	-6,277 Reduced 1.05%	590,822 $36.3 Million
Q3 2024 Oct 29, 2024	BUY	$60.09 - $67.67 $1.33 Million - $1.49 Million	22,074 Added 3.84%	597,099 $40 Million
Q2 2024 Jul 16, 2024	BUY	$61.17 - $65.29 $10.2 Million - $10.9 Million	167,417 Added 41.07%	575,025 $35.8 Million
Q1 2024 Apr 23, 2024	BUY	$58.3 - $63.83 $22.7 Million - $24.9 Million	389,440 Added 2143.55%	407,608 $26 Million
Q4 2023 Jan 25, 2024	BUY	$52.98 - $60.62 $962,540 - $1.1 Million	18,168 New	18,168 $1.1 Million

Others Institutions Holding AVDE

# of Institutions

527

Shares Held

90.3M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History