Concurrent Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 110,822 shares of AVDE stock, worth $8.08 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

110,822

Previous 151,986 27.08%

Holding current value

$8.08 Million

Previous $9.33 Billion 21.26%

% of portfolio

0.18%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$60.63 - $68.55 $2.5 Million - $2.82 Million	-41,164 Reduced 27.08%	110,822 $7.34 Billion
Q4 2024 Feb 03, 2025	SELL	$60.9 - $66.69 $1.11 Million - $1.21 Million	-18,168 Reduced 10.68%	151,986 $9.33 Billion
Q3 2024 Oct 30, 2024	BUY	$60.09 - $67.67 $1.48 Million - $1.67 Million	24,612 Added 16.91%	170,154 $11.4 Billion
Q2 2024 Jul 30, 2024	BUY	$61.17 - $65.29 $1.09 Million - $1.16 Million	17,800 Added 13.93%	145,542 $9.06 Billion
Q1 2024 May 07, 2024	BUY	$58.3 - $63.83 $4.82 Million - $5.28 Million	82,687 Added 183.52%	127,742 $8.14 Billion
Q4 2023 Apr 15, 2024	BUY	$52.98 - $60.62 $2.39 Million - $2.73 Million	45,055 New	45,055 $2.72 Billion

Others Institutions Holding AVDE

# of Institutions

459

Shares Held

81M

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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Concurrent Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History