Porter White Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Porter White Investment Advisors, Inc.

  • $233 Billion
  • Q3 2025

A detailed history of Porter White Investment Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 99,344 shares of AVDV stock, worth $8.86 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares
99,344
Previous 100,731 1.38%
Holding current value
$8.86 Million
Previous $7.99 Billion 10.75%
% of portfolio
3.8%
Previous 3.72%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$79.24 - $89.03 $109,905 - $123,484
-1,387 Reduced 1.38%
99,344 $8.84 Billion
Q2 2025

Jul 17, 2025
SELL
$61.76 - $79.32 $175,521 - $225,427
-2,842 Reduced 2.74%
100,731 $7.99 Billion
Q1 2025

May 30, 2025
BUY
$63.74 - $71.96 $6.6 Million - $7.45 Million
103,573 New
103,573 $7.22 Billion
Q4 2024

Jun 16, 2025
SELL
$63.85 - $70.4 $299,839 - $330,598
-4,696 Reduced 4.53%
98,877 $6.43 Billion
Q3 2024

Jul 07, 2025
BUY
$62.52 - $71.12 $164,240 - $186,832
2,627 Added 2.82%
95,714 $6.76 Billion
Q2 2024

Jul 07, 2025
SELL
$63.81 - $68.36 $669,111 - $716,822
-10,486 Reduced 10.12%
93,087 $6.05 Billion
Q1 2024

Jul 15, 2025
BUY
$59.95 - $65.89 $1.16 Million - $1.28 Million
19,364 Added 26.9%
91,353 $6.02 Billion
Q4 2023

Jul 15, 2025
BUY
$54.34 - $62.7 $1.31 Million - $1.51 Million
24,080 Added 50.26%
71,989 $4.5 Billion
Q3 2023

Jul 15, 2025
BUY
$56.69 - $60.91 $1.85 Million - $1.99 Million
32,662 Added 214.22%
47,909 $2.77 Billion
Q2 2023

Jul 15, 2025
SELL
$56.07 - $60.13 $4.95 Million - $5.31 Million
-88,326 Reduced 85.28%
15,247 $878 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
Track This Portfolio

Track Porter White Investment Advisors, Inc. Portfolio

Follow Porter White Investment Advisors, Inc. 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 Porter White Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Porter White Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email