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 597,099 shares of AVDE stock, worth $36.4 Million. This represents 6.06% of its overall portfolio holdings.

Number of Shares
597,099
Previous 575,025 3.84%
Holding current value
$36.4 Million
Previous $35.8 Million 11.79%
% of portfolio
6.06%
Previous 5.9%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN CENTY ETF TR AVANTIS


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

Track Bsw Wealth Partners Portfolio

Follow Bsw Wealth Partners 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 Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.