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 20,450 shares of AVRE stock, worth $908,593. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,450
Previous 10,614 92.67%
Holding current value
$908,593
Previous $456,000 98.03%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 06, 2025

BUY
$38.75 - $44.92 $381,145 - $441,833
9,836 Added 92.67%
20,450 $903,000
Q1 2025

May 06, 2025

BUY
$40.62 - $44.31 $230,965 - $251,946
5,686 Added 115.38%
10,614 $456,000
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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVRE
More about AVRE
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