Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

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 821,790 shares of AVDE stock, worth $61.3 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
821,790
Previous 390,207 110.6%
Holding current value
$61.3 Million
Previous $26.1 Million 133.16%
% of portfolio
2.69%
Previous 2.17%

Shares

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

Jul 22, 2025
BUY
$59.32 - $74.36 $25.6 Million - $32.1 Million
431,583 Added 110.6%
821,790 $60.8 Million
Q1 2025

Apr 14, 2025
BUY
$60.63 - $68.55 $23.7 Million - $26.7 Million
390,207 New
390,207 $26.1 Million
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

# of Institutions
483
Shares Held
82.6M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email