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 $347 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
$347 Million
Previous $300 Million 4.48%
% of portfolio
0.64%
Previous 0.61%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
459
Shares Held
81M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email