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

Private Wealth Management Group, LLC

$301 Billion
Q2 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 136,407 shares of AVDV stock, worth $11 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares

136,407

Previous 130,312 4.68%

Holding current value

$11 Million

Previous $9.09 Billion 19.0%

% of portfolio

3.59%

Previous 3.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$61.76 - $79.32 $376,427 - $483,455	6,095 Added 4.68%	136,407 $10.8 Billion
Q1 2025 May 02, 2025	BUY	$63.74 - $71.96 $1.33 Million - $1.5 Million	20,906 Added 19.11%	130,312 $9.09 Billion
Q4 2024 Jan 27, 2025	BUY	$63.85 - $70.4 $1.08 Million - $1.19 Million	16,842 Added 18.19%	109,406 $7.12 Billion
Q3 2024 Oct 29, 2024	BUY	$62.52 - $71.12 $785,313 - $893,338	12,561 Added 15.7%	92,564 $6.54 Billion
Q2 2024 Aug 13, 2024	BUY	$63.81 - $68.36 $2.2 Million - $2.35 Million	34,445 Added 75.61%	80,003 $5.2 Billion
Q1 2024 Apr 30, 2024	BUY	$59.95 - $65.89 $321,032 - $352,840	5,355 Added 13.32%	45,558 $3 Billion
Q4 2023 Feb 08, 2024	BUY	$54.34 - $62.7 $2.18 Million - $2.52 Million	40,203 New	40,203 $2.51 Billion

Others Institutions Holding AVDV

# of Institutions

480

Shares Held

91.2M

Call Options Held

300

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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