Integrated Wealth Concepts LLC American Centy ETF Tr Avantis Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 6,692 shares of AVDE stock, worth $496,613. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,692
Previous 4,486 49.18%
Holding current value
$496,613
Previous $275,000 61.09%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 15, 2025
BUY
$60.63 - $68.55 $133,749 - $151,221
2,206 Added 49.18%
6,692 $443,000
Q4 2024

Feb 14, 2025
BUY
$60.9 - $66.69 $273,197 - $299,171
4,486 New
4,486 $275,000

Others Institutions Holding AVDE

# of Institutions
465
Shares Held
81.5M
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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