Integrated Wealth Concepts LLC American Centy ETF Tr Avantis Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 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 9,532 shares of AVDV stock, worth $859,691. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,532
Previous 5,463 74.48%
Holding current value
$859,691
Previous $433,000 95.84%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$79.24 - $89.03 $322,427 - $362,263
4,069 Added 74.48%
9,532 $848,000
Q2 2025

Aug 14, 2025
BUY
$61.76 - $79.32 $70,591 - $90,662
1,143 Added 26.46%
5,463 $433,000
Q1 2025

May 15, 2025
BUY
$63.74 - $71.96 $25,623 - $28,927
402 Added 10.26%
4,320 $301,000
Q4 2024

Feb 14, 2025
BUY
$63.85 - $70.4 $250,164 - $275,827
3,918 New
3,918 $254,000

Others Institutions Holding AVDV

# of Institutions
537
Shares Held
116M
Call Options Held
4.1K
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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