Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 2,862 shares of AVDE stock, worth $211,301. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,862

Previous 3,068 6.71%

Holding current value

$211,301

Previous $203,000 3.94%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$59.32 - $74.36 $12,219 - $15,318	-206 Reduced 6.71%	2,862 $211,000
Q1 2025 Apr 21, 2025	BUY	$60.63 - $68.55 $186,012 - $210,311	3,068 New	3,068 $203,000
Q3 2024 Oct 31, 2024	SELL	$60.09 - $67.67 $47,531 - $53,526	-791 Reduced 16.65%	3,960 $265,000
Q2 2024 Jul 16, 2024	SELL	$61.17 - $65.29 $113,164 - $120,786	-1,850 Reduced 28.03%	4,751 $295,000
Q1 2024 May 06, 2024	BUY	$58.3 - $63.83 $37,195 - $40,723	638 Added 10.7%	6,601 $420,000
Q4 2023 Feb 07, 2024	BUY	$52.98 - $60.62 $18,119 - $20,732	342 Added 6.08%	5,963 $360,000
Q3 2023 Nov 13, 2023	BUY	$55.54 - $59.61 $312,190 - $335,067	5,621 New	5,621 $312,000

Others Institutions Holding AVDE

# of Institutions

491

Shares Held

82.8M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History