Cornerstone Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Cornerstone Wealth Management, LLC

  • $1.59 Billion
  • Q2 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 85,916 shares of AVDE stock, worth $6.82 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
85,916
Previous 86,604 0.79%
Holding current value
$6.82 Million
Previous $5.74 Million 10.79%
% of portfolio
0.4%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$59.32 - $74.36 $40,812 - $51,159
-688 Reduced 0.79%
85,916 $6.36 Million
Q1 2025

Apr 18, 2025
BUY
$60.63 - $68.55 $38,681 - $43,734
638 Added 0.74%
86,604 $5.74 Million
Q4 2024

Jan 17, 2025
BUY
$60.9 - $66.69 $3.07 Million - $3.36 Million
50,349 Added 141.36%
85,966 $5.28 Million
Q3 2024

Oct 16, 2024
BUY
$60.09 - $67.67 $2.14 Million - $2.41 Million
35,617 New
35,617 $2.39 Million

Others Institutions Holding AVDE

# of Institutions
525
Shares Held
89.7M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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