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 140,912 shares of AVDV stock, worth $9.15 Million. This represents 6.57% of its overall portfolio holdings.

Number of Shares
140,912
Previous 116,891 20.55%
Holding current value
$9.15 Million
Previous $6.76 Billion 37.24%
% of portfolio
6.57%
Previous 6.25%

Shares

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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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