Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Valued Wealth Advisors LLC

$160 Billion
Q4 2024

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 149,847 shares of AVDV stock, worth $10.3 Million. This represents 6.11% of its overall portfolio holdings.

Number of Shares

149,847

Previous 139,956 7.07%

Holding current value

$10.3 Million

Previous $9.89 Billion 1.4%

% of portfolio

6.11%

Previous 6.41%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$63.85 - $70.4 $631,540 - $696,326	9,891 Added 7.07%	149,847 $9.75 Billion
Q3 2024 Oct 28, 2024	SELL	$62.52 - $71.12 $274,962 - $312,785	-4,398 Reduced 3.05%	139,956 $9.89 Billion
Q2 2024 Jul 16, 2024	BUY	$63.81 - $68.36 $219,634 - $235,295	3,442 Added 2.44%	144,354 $9.38 Billion
Q1 2024 Apr 30, 2024	BUY	$59.95 - $65.89 $1.44 Million - $1.58 Million	24,021 Added 20.55%	140,912 $9.28 Billion
Q4 2023 Jan 05, 2024	BUY	$54.34 - $62.7 $6.35 Million - $7.33 Million	116,891 New	116,891 $6.76 Billion

Others Institutions Holding AVDV

# of Institutions

422

Shares Held

77.9M

Call Options Held

200

Put Options Held

500

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History