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 23,161 shares of AVGE stock, worth $0. This represents 0.97% of its overall portfolio holdings.

Number of Shares
23,161
Previous 20,628 12.28%
Holding current value
$0
Previous $1.49 Million 10.45%
% of portfolio
0.97%
Previous 0.73%

Shares

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

Apr 25, 2025
BUY
N/A
2,533 Added 12.28%
23,161 $1.65 Million
Q4 2024

Feb 10, 2025
BUY
N/A
144 Added 0.7%
20,628 $1.49 Million
Q3 2024

Nov 08, 2024
BUY
N/A
20,484 New
20,484 $1.51 Million

Others Institutions Holding AVGE

# of Institutions
101
Shares Held
1.8M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVGE Quotes by TradingView
  • Ticker AVGE
More about AVGE
Track This Portfolio

Track Yardley Wealth Management LLC Portfolio

Follow Yardley Wealth Management 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 Yardley Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Yardley Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email