A detailed history of Concord Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concord Wealth Partners holds 82,761 shares of AVUV stock, worth $8.08 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
82,761
Previous 81,569 1.46%
Holding current value
$8.08 Million
Previous $7.43 Million 10.86%
% of portfolio
1.16%
Previous 1.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$90.37 - $102.12 $107,721 - $121,727
1,192 Added 1.46%
82,761 $8.24 Million
Q2 2025

Jul 25, 2025

BUY
$75.17 - $91.21 $2,029 - $2,462
27 Added 0.03%
81,569 $7.43 Million
Q1 2025

May 02, 2025

BUY
$84.95 - $100.62 $6.93 Million - $8.2 Million
81,542 New
81,542 $7.11 Million

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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