Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 318,824 shares of AVDE stock, worth $25.2 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

318,824

Previous 303,011 5.22%

Holding current value

$25.2 Million

Previous $20.1 Million 17.51%

% of portfolio

1.66%

Previous 1.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$59.32 - $74.36 $938,027 - $1.18 Million	15,813 Added 5.22%	318,824 $23.6 Million
Q1 2025 May 14, 2025	BUY	$60.63 - $68.55 $456,968 - $516,661	7,537 Added 2.55%	303,011 $20.1 Million
Q4 2024 Feb 18, 2025	BUY	$60.9 - $66.69 $1.34 Million - $1.46 Million	21,928 Added 8.02%	295,474 $18.1 Million
Q3 2024 Nov 13, 2024	BUY	$60.09 - $67.67 $457,465 - $515,171	7,613 Added 2.86%	273,546 $18.3 Million
Q2 2024 Aug 12, 2024	BUY	$61.17 - $65.29 $612,556 - $653,814	10,014 Added 3.91%	265,933 $16.6 Million
Q1 2024 May 13, 2024	BUY	$58.3 - $63.83 $745,132 - $815,811	12,781 Added 5.26%	255,919 $16.3 Million
Q4 2023 Feb 08, 2024	BUY	$52.98 - $60.62 $1.23 Million - $1.4 Million	23,155 Added 10.53%	243,138 $14.7 Million
Q3 2023 Nov 09, 2023	BUY	$55.54 - $59.61 $12.2 Million - $13.1 Million	219,983 New	219,983 $12.2 Million

Others Institutions Holding AVDE

# of Institutions

540

Shares Held

91.2M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History