A detailed history of Zhang Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Zhang Financial LLC holds 163,368 shares of AVDE stock, worth $10.4 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
163,368
Previous 109,524 49.16%
Holding current value
$10.4 Million
Previous $6.62 Million 57.34%
% of portfolio
0.78%
Previous 0.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$58.3 - $63.83 $3.14 Million - $3.44 Million
53,844 Added 49.16%
163,368 $10.4 Million
Q4 2023

Jan 31, 2024

BUY
$52.98 - $60.62 $4.51 Million - $5.17 Million
85,219 Added 350.62%
109,524 $6.62 Million
Q3 2023

Oct 11, 2023

BUY
$55.54 - $59.61 $1.35 Million - $1.45 Million
24,305 New
24,305 $1.35 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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