Kaufman Rossin Wealth, LLC American Centy ETF Tr Avantis Transaction History

Kaufman Rossin Wealth, LLC

  • $158 Billion
  • Q2 2025

A detailed history of Kaufman Rossin Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 158,410 shares of AVDV stock, worth $13.3 Million. This represents 7.95% of its overall portfolio holdings.

Number of Shares
158,410
Previous 143,373 10.49%
Holding current value
$13.3 Million
Previous $10 Billion 25.6%
% of portfolio
7.95%
Previous 7.15%

Shares

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

Jul 11, 2025
BUY
$61.76 - $79.32 $928,685 - $1.19 Million
15,037 Added 10.49%
158,410 $12.6 Billion
Q1 2025

May 14, 2025
BUY
$63.74 - $71.96 $448,538 - $506,382
7,037 Added 5.16%
143,373 $10 Billion
Q4 2024

Jan 23, 2025
BUY
$63.85 - $70.4 $8.71 Million - $9.6 Million
136,336 New
136,336 $8.87 Billion

Others Institutions Holding AVDV

# of Institutions
500
Shares Held
98M
Call Options Held
300
Put Options Held
100
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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