Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Yardley Wealth Management LLC

  • $170 Million
  • Q1 2025

A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 343,697 shares of AVDE stock, worth $25.5 Million. This represents 13.42% of its overall portfolio holdings.

Number of Shares
343,697
Previous 385,191 10.77%
Holding current value
$25.5 Million
Previous $23.9 Million 4.7%
% of portfolio
13.42%
Previous 11.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$60.63 - $68.55 $2.52 Million - $2.84 Million
-41,494 Reduced 10.77%
343,697 $22.8 Million
Q4 2024

Feb 10, 2025
BUY
$60.9 - $66.69 $3.6 Million - $3.95 Million
59,190 Added 18.16%
385,191 $23.9 Million
Q3 2024

Nov 08, 2024
BUY
$60.09 - $67.67 $19.6 Million - $22.1 Million
326,001 New
326,001 $21.9 Million

Others Institutions Holding AVDE

# of Institutions
465
Shares Held
81.5M
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
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