Lutz Financial Services LLC American Centy ETF Tr Avantis Transaction History

Lutz Financial Services LLC

  • $1.29 Billion
  • Q2 2025

A detailed history of Lutz Financial Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lutz Financial Services LLC holds 158,213 shares of AVDE stock, worth $12.1 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
158,213
Previous 143,701 10.1%
Holding current value
$12.1 Million
Previous $9.52 Million 22.95%
% of portfolio
0.91%
Previous 0.78%

Shares

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

Jul 29, 2025
BUY
$59.32 - $74.36 $860,851 - $1.08 Million
14,512 Added 10.1%
158,213 $11.7 Million
Q1 2025

May 07, 2025
SELL
$60.63 - $68.55 $50,565 - $57,170
-834 Reduced 0.58%
143,701 $9.52 Million
Q4 2024

Feb 03, 2025
BUY
$60.9 - $66.69 $5,602 - $6,135
92 Added 0.06%
144,535 $8.87 Million
Q3 2024

Oct 29, 2024
BUY
$60.09 - $67.67 $61,171 - $68,888
1,018 Added 0.71%
144,443 $9.68 Million
Q2 2024

Jul 29, 2024
SELL
$61.17 - $65.29 $41,412 - $44,201
-677 Reduced 0.47%
143,425 $8.93 Million
Q1 2024

May 03, 2024
SELL
$58.3 - $63.83 $84,476 - $92,489
-1,449 Reduced 1.0%
144,102 $9.19 Million
Q4 2023

Feb 07, 2024
BUY
$52.98 - $60.62 $1.25 Million - $1.43 Million
23,552 Added 19.31%
145,551 $8.8 Million
Q3 2023

Nov 03, 2023
BUY
$55.54 - $59.61 $47,375 - $50,847
853 Added 0.7%
121,999 $6.79 Million
Q2 2023

Aug 07, 2023
SELL
$55.68 - $59.23 $15,757 - $16,762
-283 Reduced 0.23%
121,146 $6.95 Million
Q1 2023

May 01, 2023
BUY
$53.37 - $58.39 $353,042 - $386,249
6,615 Added 5.76%
121,429 $6.93 Million
Q4 2022

Feb 06, 2023
BUY
$45.5 - $54.96 $5.22 Million - $6.31 Million
114,814 New
114,814 $6.11 Million

Others Institutions Holding AVDE

# of Institutions
510
Shares Held
86.8M
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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