Clear Point Advisors Inc. American Centy ETF Tr Avantis Transaction History

Clear Point Advisors Inc.

$111 Billion
Q1 2025

A detailed history of Clear Point Advisors Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Clear Point Advisors Inc. holds 17,844 shares of AVDE stock, worth $1.23 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

17,844

Previous 20,452 12.75%

Holding current value

$1.23 Million

Previous $1.26 Billion 5.79%

% of portfolio

1.06%

Previous 1.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$60.63 - $68.55 $158,123 - $178,778	-2,608 Reduced 12.75%	17,844 $1.18 Billion
Q4 2024 Jan 31, 2025	SELL	$60.9 - $66.69 $51,156 - $56,019	-840 Reduced 3.95%	20,452 $1.26 Billion
Q3 2024 Nov 08, 2024	BUY	$60.09 - $67.67 $3,064 - $3,451	51 Added 0.24%	21,292 $1.43 Billion
Q2 2024 Aug 14, 2024	BUY	$61.17 - $65.29 $66,185 - $70,643	1,082 Added 5.37%	21,241 $1.32 Billion
Q1 2024 May 15, 2024	BUY	$58.3 - $63.83 $68,794 - $75,319	1,180 Added 6.22%	20,159 $1.28 Billion
Q4 2023 May 15, 2024	BUY	$52.98 - $60.62 $1.01 Million - $1.15 Million	18,979 New	18,979 $1.16 Billion

Others Institutions Holding AVDE

# of Institutions

448

Shares Held

76.1M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.

Account

Clear Point Advisors Inc. American Centy ETF Tr Avantis Transaction History