Wealth Enhancement Advisory Services, LLC American Centy ETF Tr Avantis Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 136,807 shares of AVDV stock, worth $10.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

136,807

Previous 138,255 1.05%

Holding current value

$10.6 Million

Previous $9 Million 6.04%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$63.74 - $71.96 $92,295 - $104,198	-1,448 Reduced 1.05%	136,807 $9.54 Million
Q4 2024 Mar 17, 2025	SELL	$63.85 - $70.4 $103,500 - $114,118	-1,621 Reduced 1.16%	138,255 $9 Million
Q4 2024 Jan 10, 2025	SELL	$63.85 - $70.4 $10,407 - $11,475	-163 Reduced 0.12%	139,876 $9.1 Million
Q3 2024 Oct 23, 2024	BUY	$62.52 - $71.12 $262,396 - $298,490	4,197 Added 3.09%	140,039 $9.9 Million
Q2 2024 Jul 16, 2024	BUY	$63.81 - $68.36 $2.19 Million - $2.34 Million	34,299 Added 33.78%	135,842 $8.82 Million
Q1 2024 Apr 15, 2024	SELL	$59.95 - $65.89 $92,263 - $101,404	-1,539 Reduced 1.49%	101,543 $6.69 Million
Q4 2023 Jan 30, 2024	SELL	$54.34 - $62.7 $103,137 - $119,004	-1,898 Reduced 1.81%	103,082 $6.44 Million
Q3 2023 Nov 13, 2023	BUY	$56.69 - $60.91 $5.5 Million - $5.91 Million	96,973 Added 1211.1%	104,980 $6.07 Million
Q2 2023 Jul 21, 2023	SELL	$56.07 - $60.13 $231,008 - $247,735	-4,120 Reduced 33.97%	8,007 $460,000
Q1 2023 Apr 25, 2023	SELL	$55.2 - $60.58 $61,768 - $67,789	-1,119 Reduced 8.45%	12,127 $709,000
Q4 2022 Feb 01, 2023	BUY	$47.39 - $57.3 $211,075 - $255,214	4,454 Added 50.66%	13,246 $733,000
Q3 2022 Oct 17, 2022	BUY	$47.02 - $57.29 $413,399 - $503,693	8,792 New	8,792 $428,000

Others Institutions Holding AVDV

# of Institutions

461

Shares Held

91M

Call Options Held

300

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC American Centy ETF Tr Avantis Transaction History