A detailed history of Caliber Wealth Management, LLC / Ks transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 271,238 shares of AVDE stock, worth $18.7 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
271,238
Holding current value
$18.7 Million
% of portfolio
2.45%

Shares

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

May 06, 2025

BUY
$60.63 - $68.55 $16.4 Million - $18.6 Million
271,238 New
271,238 $18 Billion

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


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

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks 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 Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.