Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History

Orba Wealth Advisors, L.L.C.

$191 Billion
Q4 2024

A detailed history of Orba Wealth Advisors, L.L.C. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 65,500 shares of AVDE stock, worth $4.43 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

65,500

Previous 69,286 5.46%

Holding current value

$4.43 Million

Previous $4.64 Billion 13.45%

% of portfolio

2.1%

Previous 2.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$60.9 - $66.69 $230,567 - $252,488	-3,786 Reduced 5.46%	65,500 $4.02 Billion
Q3 2024 Oct 09, 2024	BUY	$60.09 - $67.67 $2,403 - $2,706	40 Added 0.06%	69,286 $4.64 Billion
Q2 2024 Jul 16, 2024	BUY	$61.17 - $65.29 $130,475 - $139,263	2,133 Added 3.18%	69,246 $4.31 Billion
Q1 2024 Apr 30, 2024	SELL	$58.3 - $63.83 $42,559 - $46,595	-730 Reduced 1.08%	67,113 $4.28 Billion
Q4 2023 Feb 12, 2024	BUY	$52.98 - $60.62 $3.59 Million - $4.11 Million	67,843 New	67,843 $4.1 Billion

Others Institutions Holding AVDE

# of Institutions

430

Shares Held

81.6M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orba Wealth Advisors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Orba Wealth Advisors, L.L.C. with notifications on news.

Account

Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History