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

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,121 shares of AVDV stock, worth $850,534. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,121
Previous 10,857 2.43%
Holding current value
$850,534
Previous $738 Million 5.04%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 15, 2025
BUY
$63.74 - $71.96 $16,827 - $18,997
264 Added 2.43%
11,121 $776 Million
Q4 2024

Feb 11, 2025
SELL
$63.85 - $70.4 $33,074 - $36,467
-518 Reduced 4.55%
10,857 $738 Million
Q3 2024

Nov 05, 2024
BUY
$62.52 - $71.12 $711,165 - $808,990
11,375 New
11,375 $804 Million

Others Institutions Holding AVDV

# of Institutions
459
Shares Held
90.7M
Call Options Held
300
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email