Family Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Family Wealth Partners, LLC

$210 Billion
Q4 2024

A detailed history of Family Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Family Wealth Partners, LLC holds 114,359 shares of AVDV stock, worth $7.72 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares

114,359

Previous 91,270 25.3%

Holding current value

$7.72 Million

Previous $6.45 Billion 15.39%

% of portfolio

3.54%

Previous 3.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$63.85 - $70.4 $1.47 Million - $1.63 Million	23,089 Added 25.3%	114,359 $7.44 Billion
Q3 2024 Oct 09, 2024	BUY	$62.52 - $71.12 $160,488 - $182,565	2,567 Added 2.89%	91,270 $6.45 Billion
Q2 2024 Jul 10, 2024	BUY	$63.81 - $68.36 $666,495 - $714,020	10,445 Added 13.35%	88,703 $5.76 Billion
Q1 2024 Apr 16, 2024	BUY	$59.95 - $65.89 $1.85 Million - $2.03 Million	30,859 Added 65.1%	78,258 $5.15 Billion
Q4 2023 Mar 20, 2024	BUY	$54.34 - $62.7 $2.58 Million - $2.97 Million	47,399 New	47,399 $2.96 Billion

Others Institutions Holding AVDV

# of Institutions

427

Shares Held

78.2M

Call Options Held

200

Put Options Held

500

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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Family Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History