Falcon Wealth Planning American Centy ETF Tr Avantis Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Falcon Wealth Planning holds 45,086 shares of AVDE stock, worth $3.58 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
45,086
Previous 49,829 9.52%
Holding current value
$3.58 Million
Previous $3.69 Million 3.53%
% of portfolio
0.36%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$73.24 - $79.04 $347,377 - $374,886
-4,743 Reduced 9.52%
45,086 $3.56 Million
Q2 2025

Jul 16, 2025
SELL
$59.32 - $74.36 $31,854 - $39,931
-537 Reduced 1.07%
49,829 $3.69 Million
Q1 2025

Apr 24, 2025
SELL
$60.63 - $68.55 $818,990 - $925,973
-13,508 Reduced 21.15%
50,366 $3.34 Million
Q4 2024

Jan 22, 2025
BUY
$60.9 - $66.69 $971,355 - $1.06 Million
15,950 Added 33.28%
63,874 $3.92 Million
Q3 2024

Oct 30, 2024
BUY
$60.09 - $67.67 $2.88 Million - $3.24 Million
47,924 New
47,924 $3.21 Million

Others Institutions Holding AVDE

# of Institutions
542
Shares Held
94.3M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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