United Capital Financial Advisers, LLC American Centy ETF Tr Avantis Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4,897 shares of AVDE stock, worth $303,320. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,897
Previous 4,897 -0.0%
Holding current value
$303,320
Previous $304,000 7.89%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$52.98 - $60.62 $18,225 - $20,853
344 Added 7.56%
4,897 $295,000
Q4 2022

Feb 14, 2023
BUY
$45.5 - $54.96 $207,161 - $250,232
4,553 New
4,553 $242,000

Others Institutions Holding AVDE

# of Institutions
361
Shares Held
67.1M
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 United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, 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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email