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 4,731,636 shares of AVDE stock, worth $326 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

4,731,636

Previous 4,890,241 3.24%

Holding current value

$326 Million

Previous $300 Million 4.48%

% of portfolio

0.64%

Previous 0.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$60.63 - $68.55 $9.62 Million - $10.9 Million	-158,605 Reduced 3.24%	4,731,636 $314 Million
Q4 2024 Mar 17, 2025	BUY	$60.9 - $66.69 $20.2 Million - $22.1 Million	331,754 Added 7.28%	4,890,241 $300 Million
Q4 2024 Jan 10, 2025	BUY	$60.9 - $66.69 $320,638 - $351,122	5,265 Added 0.12%	4,558,487 $280 Million
Q3 2024 Oct 23, 2024	BUY	$60.09 - $67.67 $12.5 Million - $14 Million	207,282 Added 4.77%	4,553,222 $305 Million
Q2 2024 Jul 16, 2024	BUY	$61.17 - $65.29 $14.4 Million - $15.4 Million	236,019 Added 5.74%	4,345,940 $271 Million
Q1 2024 Apr 15, 2024	BUY	$58.3 - $63.83 $18.4 Million - $20.2 Million	316,020 Added 8.33%	4,109,921 $262 Million
Q4 2023 Jan 30, 2024	BUY	$52.98 - $60.62 $14.5 Million - $16.5 Million	272,901 Added 7.75%	3,793,901 $229 Million
Q3 2023 Nov 13, 2023	BUY	$55.54 - $59.61 $45.7 Million - $49 Million	822,487 Added 30.48%	3,521,000 $196 Million
Q2 2023 Jul 21, 2023	BUY	$55.68 - $59.23 $150 Million - $160 Million	2,698,513 New	2,698,513 $155 Million

Others Institutions Holding AVDE

# of Institutions

448

Shares Held

76.1M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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