A detailed history of Iag Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 176,522 shares of AVDE stock, worth $11.1 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
176,522
Previous 162,108 8.89%
Holding current value
$11.1 Million
Previous $10.1 Million 17.24%
% of portfolio
2.21%
Previous 2.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$60.09 - $67.67 $866,137 - $975,395
14,414 Added 8.89%
176,522 $11.8 Million
Q2 2024

Jul 16, 2024

BUY
$61.17 - $65.29 $1.48 Million - $1.58 Million
24,218 Added 17.56%
162,108 $10.1 Million
Q1 2024

Apr 24, 2024

BUY
$58.3 - $63.83 $1.28 Million - $1.4 Million
22,000 Added 18.98%
137,890 $8.79 Million
Q4 2023

Feb 02, 2024

BUY
$52.98 - $60.62 $3.6 Million - $4.12 Million
67,928 Added 141.63%
115,890 $7 Million
Q3 2023

Oct 24, 2023

BUY
$55.54 - $59.61 $1.54 Million - $1.66 Million
27,797 Added 137.85%
47,962 $2.67 Million
Q2 2023

Aug 10, 2023

BUY
$55.68 - $59.23 $1.12 Million - $1.19 Million
20,165 New
20,165 $1.16 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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