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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 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 11,033 shares of AVDV stock, worth $984,253. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,033
Previous 11,121 0.79%
Holding current value
$984,253
Previous $775,000 12.77%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 14, 2025
SELL
$61.76 - $79.32 $5,434 - $6,980
-88 Reduced 0.79%
11,033 $874,000
Q1 2025

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

May 30, 2025
BUY
$63.85 - $70.4 $11,748 - $12,953
184 Added 1.65%
11,305 $735,000
Q4 2024

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

May 30, 2025
BUY
$62.52 - $71.12 $15,880 - $18,064
254 Added 2.28%
11,375 $803,000
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
520
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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