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 $7.6 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares
114,359
Previous 91,270 25.3%
Holding current value
$7.6 Million
Previous $6.45 Billion 15.39%
% of portfolio
3.54%
Previous 3.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
383
Shares Held
79.9M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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