Modera Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modera Wealth Management, LLC holds 413,763 shares of AVDE stock, worth $30 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
413,763
Previous 382,550 8.16%
Holding current value
$30 Million
Previous $23.5 Million 16.8%
% of portfolio
0.38%
Previous 0.29%

Shares

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

May 08, 2025
BUY
$60.63 - $68.55 $1.89 Million - $2.14 Million
31,213 Added 8.16%
413,763 $27.4 Million
Q4 2024

Feb 05, 2025
BUY
$60.9 - $66.69 $23.3 Million - $25.5 Million
382,550 New
382,550 $23.5 Million
Q2 2022

Jul 27, 2022
SELL
$50.6 - $61.08 $395,439 - $477,340
-7,815 Closed
0 $0
Q1 2022

May 03, 2022
BUY
$55.3 - $64.55 $51,484 - $60,096
931 Added 13.52%
7,815 $472,000
Q4 2021

Feb 04, 2022
BUY
$60.93 - $65.74 $419,442 - $452,554
6,884 New
6,884 $436,000

Others Institutions Holding AVDE

# of Institutions
459
Shares Held
81M
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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