Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Valued Wealth Advisors LLC

$167 Billion
Q1 2025

A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 54,186 shares of AVDE stock, worth $3.74 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

54,186

Previous 52,585 3.04%

Holding current value

$3.74 Million

Previous $3.23 Billion 11.27%

% of portfolio

2.16%

Previous 2.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$60.63 - $68.55 $97,068 - $109,748	1,601 Added 3.04%	54,186 $3.59 Billion
Q4 2024 Jan 22, 2025	BUY	$60.9 - $66.69 $48,171 - $52,751	791 Added 1.53%	52,585 $3.23 Billion
Q3 2024 Oct 28, 2024	BUY	$60.09 - $67.67 $502,232 - $565,585	8,358 Added 19.24%	51,794 $3.47 Billion
Q2 2024 Jul 16, 2024	SELL	$61.17 - $65.29 $1,590 - $1,697	-26 Reduced 0.06%	43,436 $2.7 Billion
Q1 2024 Apr 30, 2024	SELL	$58.3 - $63.83 $89,257 - $97,723	-1,531 Reduced 3.4%	43,462 $2.77 Billion
Q4 2023 Jan 05, 2024	BUY	$52.98 - $60.62 $2.38 Million - $2.73 Million	44,993 New	44,993 $2.5 Billion

Others Institutions Holding AVDE

# of Institutions

452

Shares Held

76.4M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History