Htg Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Htg Investment Advisors, Inc.

$240 Billion
Q1 2025

A detailed history of Htg Investment Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 262,834 shares of AVDE stock, worth $18.1 Million. This represents 7.27% of its overall portfolio holdings.

Number of Shares

262,834

Previous 246,133 6.79%

Holding current value

$18.1 Million

Previous $15.1 Billion 15.31%

% of portfolio

7.27%

Previous 6.91%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$60.63 - $68.55 $1.01 Million - $1.14 Million	16,701 Added 6.79%	262,834 $17.4 Billion
Q4 2024 Jan 27, 2025	BUY	$60.9 - $66.69 $1.31 Million - $1.43 Million	21,456 Added 9.55%	246,133 $15.1 Billion
Q3 2024 Nov 04, 2024	BUY	$60.09 - $67.67 $1.37 Million - $1.55 Million	22,835 Added 11.31%	224,677 $15.1 Billion
Q2 2024 Jul 31, 2024	BUY	$61.17 - $65.29 $5.02 Million - $5.36 Million	82,064 Added 68.51%	201,842 $12.6 Billion
Q1 2024 Apr 29, 2024	BUY	$58.3 - $63.83 $672,723 - $736,534	11,539 Added 10.66%	119,778 $7.63 Billion
Q4 2023 Jan 29, 2024	BUY	$52.98 - $60.62 $600,316 - $686,885	11,331 Added 11.69%	108,239 $6.54 Billion
Q3 2023 Oct 24, 2023	BUY	$55.54 - $59.61 $843,874 - $905,714	15,194 Added 18.59%	96,908 $5.39 Billion
Q2 2023 Jul 17, 2023	BUY	$55.68 - $59.23 $90,424 - $96,189	1,624 Added 2.03%	81,714 $4.69 Billion
Q1 2023 Apr 13, 2023	BUY	$53.37 - $58.39 $72,850 - $79,702	1,365 Added 1.73%	80,090 $4.57 Billion
Q4 2022 Feb 13, 2023	BUY	$45.5 - $54.96 $3.58 Million - $4.33 Million	78,725 New	78,725 $4.19 Billion

Others Institutions Holding AVDE

# of Institutions

448

Shares Held

76.1M

Call Options Held

800

Put Options Held

1.6K

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
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Htg Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History