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

Trace Wealth Advisors, LLC

  • $112 Billion
  • Q1 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 118,661 shares of AVDE stock, worth $8.7 Million. This represents 7.01% of its overall portfolio holdings.

Number of Shares
118,661
Previous 113,926 4.16%
Holding current value
$8.7 Million
Previous $6.99 Billion 12.47%
% of portfolio
7.01%
Previous 6.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
459
Shares Held
81M
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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