True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History

True Wealth Design, LLC

  • $284 Billion
  • Q2 2025

A detailed history of True Wealth Design, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, True Wealth Design, LLC holds 66,905 shares of AVDE stock, worth $5.13 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
66,905
Previous 64,270 4.1%
Holding current value
$5.13 Million
Previous $4.26 Billion 16.26%
% of portfolio
1.74%
Previous 1.62%

Shares

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

Aug 06, 2025
BUY
$59.32 - $74.36 $156,308 - $195,938
2,635 Added 4.1%
66,905 $4.95 Billion
Q1 2025

May 13, 2025
SELL
$60.63 - $68.55 $146,845 - $166,028
-2,422 Reduced 3.63%
64,270 $4.26 Billion
Q4 2024

Feb 14, 2025
BUY
$60.9 - $66.69 $821,723 - $899,848
13,493 Added 25.36%
66,692 $4.09 Billion
Q3 2024

Nov 14, 2024
SELL
$60.09 - $67.67 $3.16 Million - $3.56 Million
-52,639 Reduced 49.74%
53,199 $3.57 Billion
Q2 2024

Aug 14, 2024
SELL
$61.17 - $65.29 $240,826 - $257,046
-3,937 Reduced 3.59%
105,838 $6.59 Billion
Q1 2024

May 14, 2024
SELL
$58.3 - $63.83 $51,245 - $56,106
-879 Reduced 0.79%
109,775 $7 Billion
Q4 2023

Feb 14, 2024
SELL
$52.98 - $60.62 $144,529 - $165,371
-2,728 Reduced 2.41%
110,654 $6.69 Billion
Q3 2023

Nov 13, 2023
BUY
$55.54 - $59.61 $450,818 - $483,854
8,117 Added 7.71%
113,382 $6.31 Billion
Q2 2023

Aug 14, 2023
SELL
$55.68 - $59.23 $120,769 - $128,469
-2,169 Reduced 2.02%
105,265 $6.04 Billion
Q1 2023

May 12, 2023
SELL
$53.37 - $58.39 $92,436 - $101,131
-1,732 Reduced 1.59%
107,434 $6.13 Billion
Q4 2022

Feb 15, 2023
BUY
$45.5 - $54.96 $4.97 Million - $6 Million
109,166 New
109,166 $5.81 Billion

Others Institutions Holding AVDE

# of Institutions
510
Shares Held
86.8M
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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