Wealth Plan Partners, LLC American Centy ETF Tr Avantis Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 130,027 shares of AVEM stock, worth $8.37 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

130,027

Previous 139,108 6.53%

Holding current value

$8.37 Million

Previous $8.5 Billion 1.16%

% of portfolio

1.13%

Previous 0.91%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$57.2 - $65.59 $519,433 - $595,622	-9,081 Reduced 6.53%	130,027 $8.4 Billion
Q2 2024 Aug 09, 2024	SELL	$56.42 - $62.42 $100,596 - $111,294	-1,783 Reduced 1.27%	139,108 $8.5 Billion
Q1 2024 May 07, 2024	SELL	$53.02 - $58.54 $42,362 - $46,773	-799 Reduced 0.56%	140,891 $8.17 Billion
Q4 2023 Jan 05, 2024	SELL	$51.0 - $56.39 $69,309 - $76,634	-1,359 Reduced 0.95%	141,690 $7.99 Billion
Q3 2023 Nov 01, 2023	BUY	$52.44 - $57.3 $754,401 - $824,317	14,386 Added 11.18%	143,049 $7.55 Billion
Q2 2023 Jul 31, 2023	SELL	$51.46 - $55.92 $2.16 Million - $2.35 Million	-42,056 Reduced 24.63%	128,663 $6.92 Billion
Q1 2023 May 10, 2023	SELL	$50.27 - $56.2 $5.33 Million - $5.96 Million	-106,064 Reduced 38.32%	170,719 $9.03 Billion
Q4 2022 Feb 16, 2023	BUY	$44.87 - $52.64 $6.29 Million - $7.38 Million	140,127 Added 102.54%	276,783 $14.9 Billion
Q1 2022 May 03, 2022	BUY	$54.87 - $65.28 $7.5 Million - $8.92 Million	136,656 New	136,656 $7.64 Million

Others Institutions Holding AVEM

# of Institutions

452

Shares Held

94.9M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
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Wealth Plan Partners, LLC American Centy ETF Tr Avantis Transaction History