Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Lakeridge Wealth Management LLC

$200 Billion
Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 64,913 shares of AVDE stock, worth $4.82 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

64,913

Previous 61,293 5.91%

Holding current value

$4.82 Million

Previous $3.76 Billion 14.36%

% of portfolio

2.15%

Previous 1.94%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$60.63 - $68.55 $219,480 - $248,151	3,620 Added 5.91%	64,913 $4.3 Billion
Q4 2024 Jan 30, 2025	BUY	$60.9 - $66.69 $1.13 Million - $1.24 Million	18,606 Added 43.59%	61,293 $3.76 Billion
Q3 2024 Oct 07, 2024	BUY	$60.09 - $67.67 $626,438 - $705,459	10,425 Added 32.31%	42,687 $2.86 Billion
Q2 2024 Aug 01, 2024	BUY	$61.17 - $65.29 $391,732 - $418,117	6,404 Added 24.77%	32,262 $2.01 Billion
Q1 2024 Apr 29, 2024	BUY	$58.3 - $63.83 $245,384 - $268,660	4,209 Added 19.44%	25,858 $1.65 Billion
Q4 2023 Feb 14, 2024	BUY	$52.98 - $60.62 $1.15 Million - $1.31 Million	21,649 New	21,649 $1.31 Billion

Others Institutions Holding AVDE

# of Institutions

465

Shares Held

81.5M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Account

Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History