A detailed history of Iam Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iam Advisory, LLC holds 192,326 shares of AVDE stock, worth $12.5 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
192,326
Previous 11,547 1565.59%
Holding current value
$12.5 Million
Previous $736,000 1526.9%
% of portfolio
3.25%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$61.17 - $65.29 $11.1 Million - $11.8 Million
180,779 Added 1565.59%
192,326 $12 Million
Q1 2024

Apr 15, 2024

BUY
$58.3 - $63.83 $56,259 - $61,595
965 Added 9.12%
11,547 $736,000
Q4 2023

Jan 12, 2024

BUY
$52.98 - $60.62 $30,039 - $34,371
567 Added 5.66%
10,582 $639,000
Q3 2023

Oct 10, 2023

BUY
$55.54 - $59.61 $5,276 - $5,662
95 Added 0.96%
10,015 $557,000
Q2 2023

Jul 13, 2023

BUY
$55.68 - $59.23 $4,454 - $4,738
80 Added 0.81%
9,920 $569,000
Q1 2023

Apr 10, 2023

BUY
$53.37 - $58.39 $525,160 - $574,557
9,840 New
9,840 $561,000

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Iam Advisory, LLC Portfolio

Follow Iam Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.