Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Lakeridge Wealth Management LLC

$225 Billion
Q3 2025

A detailed history of Lakeridge Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 65,510 shares of AVEM stock, worth $4.97 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares

65,510

Previous 59,566 9.98%

Holding current value

$4.97 Million

Previous $4.08 Billion 20.52%

% of portfolio

2.19%

Previous 1.88%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$68.33 - $75.41 $406,153 - $448,237	5,944 Added 9.98%	65,510 $4.92 Billion
Q2 2025 Aug 07, 2025	BUY	$53.08 - $68.54 $2.32 Million - $2.99 Million	43,627 Added 273.71%	59,566 $4.08 Billion
Q1 2025 Apr 16, 2025	BUY	$57.11 - $62.4 $29,868 - $32,635	523 Added 3.39%	15,939 $959 Million
Q4 2024 Jan 30, 2025	BUY	$58.59 - $66.14 $289,610 - $326,930	4,943 Added 47.2%	15,416 $906 Million
Q3 2024 Oct 07, 2024	BUY	$57.2 - $65.59 $154,268 - $176,896	2,697 Added 34.68%	10,473 $677 Million
Q2 2024 Aug 01, 2024	BUY	$56.42 - $62.42 $70,637 - $78,149	1,252 Added 19.19%	7,776 $475 Million
Q1 2024 Apr 29, 2024	BUY	$53.02 - $58.54 $3,605 - $3,980	68 Added 1.05%	6,524 $378 Million
Q4 2023 Feb 14, 2024	BUY	$51.0 - $56.39 $329,256 - $364,053	6,456 New	6,456 $364 Million

Others Institutions Holding AVEM

# of Institutions

651

Shares Held

159M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

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Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History