Iht Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iht Wealth Management, LLC holds 43,253 shares of AVDE stock, worth $3.19 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
43,253
Previous 26,700 62.0%
Holding current value
$3.19 Million
Previous $1.64 Million 74.97%
% of portfolio
0.09%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$60.63 - $68.55 $1 Million - $1.13 Million
16,553 Added 62.0%
43,253 $2.87 Million
Q4 2024

Feb 14, 2025
BUY
$60.9 - $66.69 $115,892 - $126,911
1,903 Added 7.67%
26,700 $1.64 Million
Q3 2024

Nov 14, 2024
BUY
$60.09 - $67.67 $386,619 - $435,388
6,434 Added 35.04%
24,797 $1.66 Million
Q2 2024

Aug 14, 2024
BUY
$61.17 - $65.29 $62,515 - $66,726
1,022 Added 5.89%
18,363 $1.14 Million
Q1 2024

May 15, 2024
BUY
$58.3 - $63.83 $120,272 - $131,681
2,063 Added 13.5%
17,341 $1.11 Million
Q4 2023

Feb 14, 2024
SELL
$52.98 - $60.62 $17,907 - $20,489
-338 Reduced 2.16%
15,278 $923,000
Q3 2023

Nov 14, 2023
BUY
$55.54 - $59.61 $70,147 - $75,287
1,263 Added 8.8%
15,616 $869,000
Q2 2023

Aug 14, 2023
BUY
$55.68 - $59.23 $544,773 - $579,506
9,784 Added 214.14%
14,353 $823,000
Q1 2023

May 15, 2023
BUY
$53.37 - $58.39 $243,847 - $266,783
4,569 New
4,569 $260,000
Q2 2022

Aug 15, 2022
BUY
$50.6 - $61.08 $107,373 - $129,611
2,122 Added 54.95%
5,984 $305,000
Q4 2021

Feb 14, 2022
SELL
$60.93 - $65.74 $32,780 - $35,368
-538 Reduced 12.23%
3,862 $245,000
Q3 2021

Nov 15, 2021
SELL
$61.06 - $65.7 $42,742 - $45,990
-700 Reduced 13.73%
4,400 $275,000
Q2 2021

Aug 16, 2021
BUY
$61.33 - $65.71 $312,783 - $335,120
5,100 New
5,100 $322,000

Others Institutions Holding AVDE

# of Institutions
491
Shares Held
82.8M
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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