A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 140,831 shares of AVEM stock, worth $8.5 Million. This represents 5.9% of its overall portfolio holdings.

Number of Shares
140,831
Previous 147,146 4.29%
Holding current value
$8.5 Million
Previous $8.99 Billion 1.21%
% of portfolio
5.9%
Previous 6.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$57.2 - $65.59 $361,218 - $414,200
-6,315 Reduced 4.29%
140,831 $9.1 Billion
Q2 2024

Jul 16, 2024

BUY
$56.42 - $62.42 $401,653 - $444,367
7,119 Added 5.08%
147,146 $8.99 Billion
Q1 2024

Apr 30, 2024

BUY
$53.02 - $58.54 $6.73 Million - $7.43 Million
126,992 Added 974.24%
140,027 $8.12 Billion
Q4 2023

Jan 05, 2024

BUY
$51.0 - $56.39 $664,785 - $735,043
13,035 New
13,035 $688 Million

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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