Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025

A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 23,607 shares of AVDE stock, worth $1.72 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
23,607
Previous 15,607 51.26%
Holding current value
$1.72 Million
Previous $958 Million 63.34%
% of portfolio
0.58%
Previous 0.37%

Shares

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

May 02, 2025
BUY
$60.63 - $68.55 $485,040 - $548,400
8,000 Added 51.26%
23,607 $1.56 Billion
Q4 2024

Jan 27, 2025
BUY
$60.9 - $66.69 $369,845 - $405,008
6,073 Added 63.7%
15,607 $958 Million
Q2 2024

Aug 13, 2024
SELL
$61.17 - $65.29 $3,670 - $3,917
-60 Reduced 0.63%
9,534 $594 Million
Q1 2024

Apr 30, 2024
BUY
$58.3 - $63.83 $10,144 - $11,106
174 Added 1.85%
9,594 $612 Million
Q4 2023

Feb 08, 2024
BUY
$52.98 - $60.62 $499,071 - $571,040
9,420 New
9,420 $569 Million

Others Institutions Holding AVDE

# of Institutions
459
Shares Held
81M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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