A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 814,258 shares of AVDE stock, worth $53 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
814,258
Previous 873,886 6.82%
Holding current value
$53 Million
Previous $54.4 Million 0.31%
% of portfolio
0.05%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$60.09 - $67.67 $3.58 Million - $4.04 Million
-59,628 Reduced 6.82%
814,258 $54.6 Million
Q2 2024

Aug 15, 2024

SELL
$61.17 - $65.29 $1.68 Million - $1.79 Million
-27,393 Reduced 3.04%
873,886 $54.4 Million
Q1 2024

May 10, 2024

SELL
$58.3 - $63.83 $11.8 Million - $13 Million
-202,909 Reduced 18.38%
901,279 $57.4 Million
Q4 2023

Feb 14, 2024

SELL
$52.98 - $60.62 $10.3 Million - $11.8 Million
-195,159 Reduced 15.02%
1,104,188 $66.7 Million
Q3 2023

Nov 16, 2023

SELL
$55.54 - $59.61 $10.3 Million - $11.1 Million
-186,066 Reduced 12.53%
1,299,347 $72.3 Million
Q2 2023

Jul 21, 2023

SELL
$55.68 - $59.23 $8.19 Million - $8.71 Million
-147,066 Reduced 9.01%
1,485,413 $85.3 Million
Q1 2023

May 15, 2023

SELL
$53.37 - $58.39 $64.3 Million - $70.4 Million
-1,205,328 Reduced 42.47%
1,632,479 $93.1 Million
Q4 2022

Feb 10, 2023

BUY
$45.5 - $54.96 $129 Million - $156 Million
2,837,807 New
2,837,807 $151 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


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

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.