Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024

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 61,293 shares of AVDE stock, worth $4.04 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
61,293
Previous 42,687 43.59%
Holding current value
$4.04 Million
Previous $2.86 Billion 31.46%
% of portfolio
1.94%
Previous 1.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
412
Shares Held
78.9M
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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