Schulz Wealth, Ltd. American Centy ETF Tr Avantis Transaction History

Schulz Wealth, Ltd.

$131 Billion
Q1 2025

A detailed history of Schulz Wealth, Ltd. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Schulz Wealth, Ltd. holds 58,114 shares of AVDV stock, worth $4.21 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares

58,114

Previous 53,211 9.21%

Holding current value

$4.21 Million

Previous $3.46 Billion 17.03%

% of portfolio

3.09%

Previous 2.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$63.74 - $71.96 $312,517 - $352,819	4,903 Added 9.21%	58,114 $4.05 Billion
Q4 2024 Feb 05, 2025	BUY	$63.85 - $70.4 $146,918 - $161,990	2,301 Added 4.52%	53,211 $3.46 Billion
Q3 2024 Oct 25, 2024	SELL	$62.52 - $71.12 $27,696 - $31,506	-443 Reduced 0.86%	50,910 $3.6 Billion
Q2 2024 Jul 25, 2024	SELL	$63.81 - $68.36 $96,991 - $103,907	-1,520 Reduced 2.87%	51,353 $3.34 Billion
Q1 2024 Apr 10, 2024	BUY	$59.95 - $65.89 $443,929 - $487,915	7,405 Added 16.29%	52,873 $3.48 Billion
Q4 2023 Feb 12, 2024	BUY	$54.34 - $62.7 $2.47 Million - $2.85 Million	45,468 New	45,468 $2.84 Billion

Others Institutions Holding AVDV

# of Institutions

460

Shares Held

81.2M

Call Options Held

200

Put Options Held

500

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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Schulz Wealth, Ltd. American Centy ETF Tr Avantis Transaction History