Falcon Wealth Planning American Centy ETF Tr Avantis Transaction History

Falcon Wealth Planning

  • $806 Million
  • Q1 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 50,366 shares of AVDE stock, worth $3.44 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
50,366
Previous 63,874 21.15%
Holding current value
$3.44 Million
Previous $3.92 Million 14.85%
% of portfolio
0.41%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
441
Shares Held
82M
Call Options Held
800
Put Options Held
1.6K
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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