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

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 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 35,641 shares of AVDV stock, worth $2.77 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

35,641

Previous 13,647 161.16%

Holding current value

$2.77 Million

Previous $888,000 179.84%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$63.74 - $71.96 $1.4 Million - $1.58 Million	21,994 Added 161.16%	35,641 $2.49 Million
Q4 2024 Feb 10, 2025	SELL	$63.85 - $70.4 $46,355 - $51,110	-726 Reduced 5.05%	13,647 $888,000
Q3 2024 Oct 31, 2024	BUY	$62.52 - $71.12 $252,330 - $287,040	4,036 Added 39.04%	14,373 $1.02 Million
Q2 2024 Jul 16, 2024	SELL	$63.81 - $68.36 $35,861 - $38,418	-562 Reduced 5.16%	10,337 $671,000
Q1 2024 May 06, 2024	SELL	$59.95 - $65.89 $89,445 - $98,307	-1,492 Reduced 12.04%	10,899 $717,000
Q4 2023 Feb 07, 2024	BUY	$54.34 - $62.7 $36,570 - $42,197	673 Added 5.74%	12,391 $774,000
Q3 2023 Nov 13, 2023	BUY	$56.69 - $60.91 $664,293 - $713,743	11,718 New	11,718 $677,000

Others Institutions Holding AVDV

# of Institutions

461

Shares Held

91M

Call Options Held

300

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

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