Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History

Orba Wealth Advisors, L.L.C.

$110 Billion
Q2 2025

A detailed history of Orba Wealth Advisors, L.L.C. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 44,058 shares of AVEM stock, worth $3.35 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares

44,058

Previous 73,196 39.81%

Holding current value

$3.35 Million

Previous $4.4 Billion 31.44%

% of portfolio

2.75%

Previous 2.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$53.08 - $68.54 $1.55 Million - $2 Million	-29,138 Reduced 39.81%	44,058 $3.02 Billion
Q1 2025 Apr 17, 2025	BUY	$57.11 - $62.4 $445,458 - $486,720	7,800 Added 11.93%	73,196 $4.4 Billion
Q4 2024 Feb 04, 2025	BUY	$58.59 - $66.14 $10,253 - $11,574	175 Added 0.27%	65,396 $3.84 Billion
Q3 2024 Oct 09, 2024	BUY	$57.2 - $65.59 $21,450 - $24,596	375 Added 0.58%	65,221 $4.21 Billion
Q2 2024 Jul 16, 2024	BUY	$56.42 - $62.42 $29,846 - $33,020	529 Added 0.82%	64,846 $3.96 Billion
Q1 2024 Apr 30, 2024	BUY	$53.02 - $58.54 $70,251 - $77,565	1,325 Added 2.1%	64,317 $3.73 Billion
Q4 2023 Feb 12, 2024	BUY	$51.0 - $56.39 $3.21 Million - $3.55 Million	62,992 New	62,992 $3.55 Billion

Others Institutions Holding AVEM

# of Institutions

623

Shares Held

156M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History