Modern Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 178,030 shares of AVEM stock, worth $13.8 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
178,030
Previous 4,009 4340.76%
Holding current value
$13.8 Million
Previous $241,000 4963.07%
% of portfolio
0.32%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$53.08 - $68.54 $9.24 Million - $11.9 Million
174,021 Added 4340.76%
178,030 $12.2 Million
Q1 2025

May 15, 2025
BUY
$57.11 - $62.4 $34,894 - $38,126
611 Added 17.98%
4,009 $241 Million
Q4 2024

Feb 11, 2025
BUY
$58.59 - $66.14 $199,088 - $224,743
3,398 New
3,398 $205 Million

Others Institutions Holding AVEM

# of Institutions
672
Shares Held
162M
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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