Selective Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History

Selective Wealth Management, Inc.

$308 Million
Q3 2025

A detailed history of Selective Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 7,957 shares of AVDV stock, worth $717,641. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,957

Previous 6,432 23.71%

Holding current value

$717,641

Previous $509,000 39.1%

% of portfolio

0.23%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$79.24 - $89.03 $120,840 - $135,770	1,525 Added 23.71%	7,957 $708,000
Q2 2025 Jul 10, 2025	BUY	$61.76 - $79.32 $11,487 - $14,753	186 Added 2.98%	6,432 $509,000
Q1 2025 Apr 14, 2025	SELL	$63.74 - $71.96 $13,066 - $14,751	-205 Reduced 3.18%	6,246 $440,000
Q4 2024 Jan 15, 2025	SELL	$63.85 - $70.4 $3,831 - $4,224	-60 Reduced 0.92%	6,451 $419,000
Q2 2024 Jul 10, 2024	SELL	$63.81 - $68.36 $4,275 - $4,580	-67 Reduced 1.02%	6,511 $422,000
Q1 2024 Apr 11, 2024	BUY	$59.95 - $65.89 $185,845 - $204,259	3,100 Added 89.13%	6,578 $433,000
Q4 2023 Jan 05, 2024	BUY	$54.34 - $62.7 $188,994 - $218,070	3,478 New	3,478 $217,000
Q3 2022 Oct 21, 2022	BUY	$47.02 - $57.29 $1,880 - $2,291	40 Added 666.67%	46 $2,000
Q1 2022 Apr 20, 2022	BUY	$57.89 - $66.21 $347 - $397	6 New	6 $0

Others Institutions Holding AVDV

# of Institutions

536

Shares Held

116M

Call Options Held

4.1K

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History