Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Us Advisors Wealth Management, LLC

$269 Million
Q2 2025

A detailed history of Us Advisors Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 15,390 shares of AVDE stock, worth $1.18 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

15,390

Previous 15,224 1.09%

Holding current value

$1.18 Million

Previous $1.01 Million 13.0%

% of portfolio

0.42%

Previous 0.35%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$59.32 - $74.36 $9,847 - $12,343	166 Added 1.09%	15,390 $1.14 Million
Q1 2025 May 06, 2025	SELL	$60.63 - $68.55 $162,427 - $183,645	-2,679 Reduced 14.96%	15,224 $1.01 Million
Q4 2024 Jan 23, 2025	BUY	$60.9 - $66.69 $4,628 - $5,068	76 Added 0.43%	17,903 $1.1 Million
Q3 2024 Nov 07, 2024	BUY	$60.09 - $67.67 $44,646 - $50,278	743 Added 4.35%	17,827 $1.2 Million
Q2 2024 Aug 06, 2024	BUY	$61.17 - $65.29 $17,983 - $19,195	294 Added 1.75%	17,084 $1.06 Million
Q1 2024 May 02, 2024	BUY	$58.3 - $63.83 $9,794 - $10,723	168 Added 1.01%	16,790 $1.07 Million
Q4 2023 Feb 12, 2024	SELL	$52.98 - $60.62 $119,946 - $137,243	-2,264 Reduced 11.99%	16,622 $1 Million
Q3 2023 Nov 09, 2023	SELL	$55.54 - $59.61 $10,163 - $10,908	-183 Reduced 0.96%	18,886 $1.05 Million
Q2 2023 Aug 01, 2023	BUY	$55.68 - $59.23 $26,726 - $28,430	480 Added 2.58%	19,069 $1.1 Million
Q1 2023 Apr 13, 2023	BUY	$53.37 - $58.39 $36,932 - $40,405	692 Added 3.87%	18,589 $1.06 Million
Q4 2022 Feb 10, 2023	BUY	$45.5 - $54.96 $303,075 - $366,088	6,661 Added 59.28%	17,897 $952,000
Q3 2022 Nov 14, 2022	BUY	$45.36 - $54.56 $45,541 - $54,778	1,004 Added 9.81%	11,236 $513,000
Q2 2022 Aug 12, 2022	BUY	$50.6 - $61.08 $22,770 - $27,486	450 Added 4.6%	10,232 $521,000
Q1 2022 Jun 08, 2022	BUY	$55.3 - $64.55 $115,577 - $134,909	2,090 Added 27.17%	9,782 $590,000
Q4 2021 Feb 14, 2022	BUY	$60.93 - $65.74 $468,673 - $505,672	7,692 New	7,692 $488,000

Others Institutions Holding AVDE

# of Institutions

510

Shares Held

86.8M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Account

Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History