Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Trace Wealth Advisors, LLC

  • $122 Billion
  • Q2 2025

A detailed history of Trace Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 117,811 shares of AVDE stock, worth $9.4 Million. This represents 7.12% of its overall portfolio holdings.

Number of Shares
117,811
Previous 118,661 0.72%
Holding current value
$9.4 Million
Previous $7.86 Billion 10.88%
% of portfolio
7.12%
Previous 7.01%

Shares

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

Aug 14, 2025
SELL
$59.32 - $74.36 $50,422 - $63,206
-850 Reduced 0.72%
117,811 $8.72 Billion
Q1 2025

May 15, 2025
BUY
$60.63 - $68.55 $287,083 - $324,584
4,735 Added 4.16%
118,661 $7.86 Billion
Q4 2024

Feb 14, 2025
BUY
$60.9 - $66.69 $6.94 Million - $7.6 Million
113,926 New
113,926 $6.99 Billion

Others Institutions Holding AVDE

# of Institutions
526
Shares Held
90M
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
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