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

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 18,545 shares of AVDV stock, worth $1.34 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
18,545
Previous 16,670 11.25%
Holding current value
$1.34 Million
Previous $1.06 Billion 26.51%
% of portfolio
0.1%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$63.74 - $71.96 $119,512 - $134,925
1,875 Added 11.25%
18,545 $1.35 Billion
Q4 2024

Jan 16, 2025
BUY
$63.85 - $70.4 $242,438 - $267,308
3,797 Added 29.5%
16,670 $1.06 Billion
Q3 2024

Oct 25, 2024
BUY
$62.52 - $71.12 $804,819 - $915,527
12,873 New
12,873 $867 Million

Others Institutions Holding AVDV

# of Institutions
460
Shares Held
81.2M
Call Options Held
200
Put Options Held
500
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email