Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Transaction History

Morton Brown Family Wealth, LLC

  • $294 Million
  • Q1 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 216,244 shares of AVDV stock, worth $16.4 Million. This represents 5.13% of its overall portfolio holdings.

Number of Shares
216,244
Previous 201,498 7.32%
Holding current value
$16.4 Million
Previous $13.1 Million 15.0%
% of portfolio
5.13%
Previous 4.57%

Shares

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

Apr 25, 2025
BUY
$63.74 - $71.96 $939,910 - $1.06 Million
14,746 Added 7.32%
216,244 $15.1 Million
Q4 2024

Jan 31, 2025
BUY
$63.85 - $70.4 $2.02 Million - $2.23 Million
31,692 Added 18.66%
201,498 $13.1 Million
Q3 2024

Oct 24, 2024
BUY
$62.52 - $71.12 $6.71 Million - $7.63 Million
107,342 Added 171.85%
169,806 $12 Million
Q2 2024

Jul 30, 2024
BUY
$63.81 - $68.36 $3.99 Million - $4.27 Million
62,464 New
62,464 $4.06 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
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