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 26,782 shares of AVUS stock, worth $2.95 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
26,782
Previous 13,581 97.2%
Holding current value
$2.95 Million
Previous $1.25 Million 115.31%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Aug 14, 2025
BUY
$81.38 - $100.82 $1.07 Million - $1.33 Million
13,201 Added 97.2%
26,782 $2.7 Million
Q1 2025

May 15, 2025
BUY
$90.7 - $101.57 $284,616 - $318,726
3,138 Added 30.05%
13,581 $1.25 Billion
Q4 2024

May 30, 2025
SELL
$94.36 - $102.06 $382,535 - $413,751
-4,054 Reduced 29.85%
9,527 $923,000
Q4 2024

May 29, 2025
SELL
$94.36 - $102.06 $382,535 - $413,751
-4,054 Reduced 29.85%
9,527 $923,000
Q4 2024

Feb 11, 2025
BUY
$94.36 - $102.06 $985,401 - $1.07 Million
10,443 New
10,443 $1.05 Billion

Others Institutions Holding AVUS

# of Institutions
515
Shares Held
78.6M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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