Ever Source Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 78,802 shares of AVDE stock, worth $6.23 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

78,802

Previous 71,945 9.53%

Holding current value

$6.23 Million

Previous $4.77 Million 22.34%

% of portfolio

0.3%

Previous 0.29%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$59.32 - $74.36 $406,757 - $509,886	6,857 Added 9.53%	78,802 $5.83 Million
Q1 2025 May 13, 2025	BUY	$60.63 - $68.55 $387,971 - $438,651	6,399 Added 9.76%	71,945 $4.77 Million
Q4 2024 Feb 07, 2025	BUY	$60.9 - $66.69 $1.09 Million - $1.2 Million	17,975 Added 37.79%	65,546 $4.02 Million
Q3 2024 Nov 08, 2024	BUY	$60.09 - $67.67 $2.61 Million - $2.94 Million	43,409 Added 1042.98%	47,571 $3.19 Million
Q2 2024 Aug 13, 2024	BUY	$61.17 - $65.29 $856 - $914	14 Added 0.34%	4,162 $259,000
Q1 2024 Jun 11, 2024	SELL	$58.3 - $63.83 $1.4 Million - $1.53 Million	-23,990 Reduced 85.26%	4,148 $264,000
Q4 2023 Feb 09, 2024	SELL	$52.98 - $60.62 $264 - $303	-5 Reduced 0.02%	28,138 $1.7 Million
Q3 2023 Nov 03, 2023	BUY	$55.54 - $59.61 $63,537 - $68,193	1,144 Added 4.24%	28,143 $1.57 Million
Q2 2023 Aug 04, 2023	SELL	$55.68 - $59.23 $45,379 - $48,272	-815 Reduced 2.93%	26,999 $1.55 Million
Q1 2023 May 11, 2023	SELL	$53.37 - $58.39 $444,518 - $486,330	-8,329 Reduced 23.04%	27,814 $1.59 Million
Q4 2022 Feb 09, 2023	BUY	$45.5 - $54.96 $202,156 - $244,187	4,443 Added 14.02%	36,143 $1.92 Million
Q3 2022 Nov 07, 2022	BUY	$45.36 - $54.56 $113,173 - $136,127	2,495 Added 8.54%	31,700 $1.45 Million
Q2 2022 Aug 01, 2022	BUY	$50.6 - $61.08 $20,695 - $24,981	409 Added 1.42%	29,205 $1.49 Million
Q1 2022 May 25, 2022	BUY	$55.3 - $64.55 $90,028 - $105,087	1,628 Added 5.99%	28,796 $1.74 Million
Q4 2021 Feb 07, 2022	BUY	$60.93 - $65.74 $1.66 Million - $1.79 Million	27,168 New	27,168 $1.72 Million

Others Institutions Holding AVDE

# of Institutions

529

Shares Held

90.2M

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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History