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 85,966 shares of AVDE stock, worth $5.53 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
85,966
Previous 35,617 141.36%
Holding current value
$5.53 Million
Previous $2.39 Million 120.99%
% of portfolio
0.37%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN CENTY ETF TR AVANTIS


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

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC 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 Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.