Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Dogwood Wealth Management LLC

$190 Billion
Q1 2025

A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 23,802 shares of AVDV stock, worth $1.82 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

23,802

Previous 24,709 3.67%

Holding current value

$1.82 Million

Previous $1.61 Billion 3.22%

% of portfolio

0.87%

Previous 0.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$63.74 - $71.96 $57,812 - $65,267	-907 Reduced 3.67%	23,802 $1.66 Billion
Q4 2024 Mar 04, 2025	SELL	$63.85 - $70.4 $965,667 - $1.06 Million	-15,124 Reduced 37.97%	24,709 $1.61 Billion
Q3 2024 Feb 28, 2025	BUY	$62.52 - $71.12 $59,706 - $67,919	955 Added 3.92%	25,340 $1.79 Billion
Q2 2024 Mar 04, 2025	BUY	$63.81 - $68.36 $924,798 - $990,741	14,493 Added 57.19%	39,833 $2.59 Billion
Q1 2024 Feb 28, 2025	BUY	$59.95 - $65.89 $132,189 - $145,287	2,205 Added 9.94%	24,385 $1.61 Billion
Q4 2023 Feb 28, 2025	BUY	$54.34 - $62.7 $1.21 Million - $1.39 Million	22,180 New	22,180 $1.39 Billion

Others Institutions Holding AVDV

# of Institutions

459

Shares Held

90.7M

Call Options Held

300

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

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Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History