Ae Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,928 shares of AVRE stock, worth $214,220. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,928

Holding current value

$214,220

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$41.03 - $46.91 $202,195 - $231,172	4,928 New	4,928 $206,000

Others Institutions Holding AVRE

# of Institutions

124

Shares Held

9.73M

Call Options Held

Put Options Held

Empowered Funds, LLC

1.19M
Shares

$51.6 Million
0.76% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

764K
Shares

$33.2 Million
4.29% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

365K
Shares

$15.9 Million
3.15% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

343K
Shares

$14.9 Million
0.89% of portfolio
Shanker Valleau Wealth Advisors, Inc.

322K
Shares

$14 Million
4.63% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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Ae Wealth Management LLC American Centy ETF Tr Avantis Transaction History