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 $7.6 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
130,027
Previous 139,108 6.53%
Holding current value
$7.6 Million
Previous $8.5 Billion 1.16%
% of portfolio
1.13%
Previous 0.91%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
473
Shares Held
100M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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