Rialto Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Rialto Wealth Management, LLC

  • $342 Million
  • Q2 2025

A detailed history of Rialto Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 95,629 shares of AVDV stock, worth $8.4 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
95,629
Previous 80,355 19.01%
Holding current value
$8.4 Million
Previous $5.66 Million 33.92%
% of portfolio
2.21%
Previous 1.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$61.76 - $79.32 $943,322 - $1.21 Million
15,274 Added 19.01%
95,629 $7.58 Million
Q1 2025

Apr 10, 2025
BUY
$63.74 - $71.96 $634,149 - $715,930
9,949 Added 14.13%
80,355 $5.66 Million
Q4 2024

Feb 07, 2025
BUY
$63.85 - $70.4 $4.5 Million - $4.96 Million
70,406 New
70,406 $4.58 Billion

Others Institutions Holding AVDV

# of Institutions
505
Shares Held
99.4M
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 Rialto Wealth Management, LLC Portfolio

Follow Rialto Wealth Management, LLC 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 Rialto Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rialto Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email