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

Iag Wealth Partners, LLC

  • $681 Million
  • Q2 2025

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 197,171 shares of AVDE stock, worth $15.1 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
197,171
Previous 217,776 9.46%
Holding current value
$15.1 Million
Previous $14.4 Million 1.11%
% of portfolio
2.14%
Previous 2.53%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$59.32 - $74.36 $1.22 Million - $1.53 Million
-20,605 Reduced 9.46%
197,171 $14.6 Million
Q1 2025

Apr 16, 2025
BUY
$60.63 - $68.55 $1.56 Million - $1.77 Million
25,808 Added 13.44%
217,776 $14.4 Million
Q4 2024

Feb 10, 2025
BUY
$60.9 - $66.69 $940,661 - $1.03 Million
15,446 Added 8.75%
191,968 $11.8 Million
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

# of Institutions
510
Shares Held
86.8M
Call Options Held
0
Put Options Held
0
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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