A detailed history of Magnolia Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 157,627 shares of AVDE stock, worth $10.9 Million. This represents 3.66% of its overall portfolio holdings.

Number of Shares
157,627
Previous 54,336 190.1%
Holding current value
$10.9 Million
Previous $3.33 Billion 33.18%
% of portfolio
3.66%
Previous 2.87%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025

BUY
$60.63 - $68.55 $6.26 Million - $7.08 Million
103,291 Added 190.1%
157,627 $4.44 Billion
Q4 2024

Feb 04, 2025

BUY
$60.9 - $66.69 $3.31 Million - $3.62 Million
54,336 New
54,336 $3.33 Billion

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Magnolia Private Wealth, LLC Portfolio

Follow Magnolia Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Magnolia Private Wealth, LLC with notifications on news.