A detailed history of Simplicity Wealth,Llc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Simplicity Wealth,Llc holds 370,453 shares of AVDE stock, worth $23.8 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
370,453
Previous 33,608 1002.28%
Holding current value
$23.8 Million
Previous $2.09 Million 1086.95%
% of portfolio
2.4%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$60.09 - $67.67 $20.2 Million - $22.8 Million
336,845 Added 1002.28%
370,453 $24.8 Million
Q2 2024

Jul 10, 2024

BUY
$61.17 - $65.29 $1.86 Million - $1.99 Million
30,442 Added 961.53%
33,608 $2.09 Million
Q1 2024

Apr 24, 2024

BUY
$58.3 - $63.83 $184,577 - $202,085
3,166 New
3,166 $201,000

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.