Squire Investment Management Company, LLC American Centy ETF Tr Avantis Transaction History

Squire Investment Management Company, LLC

$240 Billion
Q1 2025

A detailed history of Squire Investment Management Company, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 165,946 shares of AVDV stock, worth $12 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares

165,946

Previous 135,888 22.12%

Holding current value

$12 Million

Previous $8.84 Billion 30.86%

% of portfolio

4.82%

Previous 3.89%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$63.74 - $71.96 $1.92 Million - $2.16 Million	30,058 Added 22.12%	165,946 $11.6 Billion
Q4 2024 Jan 30, 2025	BUY	$63.85 - $70.4 $1.28 Million - $1.41 Million	20,048 Added 17.31%	135,888 $8.84 Billion
Q3 2024 Nov 06, 2024	BUY	$62.52 - $71.12 $755,929 - $859,911	12,091 Added 11.65%	115,840 $8.19 Billion
Q2 2024 Aug 01, 2024	BUY	$63.81 - $68.36 $1.46 Million - $1.57 Million	22,910 Added 28.34%	103,749 $6.74 Billion
Q1 2024 Aug 01, 2024	BUY	$59.95 - $65.89 $1.28 Million - $1.41 Million	21,378 Added 35.95%	80,839 $5.32 Billion
Q4 2023 Aug 01, 2024	BUY	$54.34 - $62.7 $3.23 Million - $3.73 Million	59,461 New	59,461 $3.72 Billion

Others Institutions Holding AVDV

# of Institutions

458

Shares Held

84.6M

Call Options Held

200

Put Options Held

500

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

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Squire Investment Management Company, LLC American Centy ETF Tr Avantis Transaction History