Ae Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

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 20,120 shares of AVSF stock, worth $951,072. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,120
Previous 14,627 37.55%
Holding current value
$951,072
Previous $683,000 38.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2025
BUY
$46.28 - $47.03 $254,216 - $258,335
5,493 Added 37.55%
20,120 $946,000
Q1 2025

May 06, 2025
BUY
$45.96 - $46.74 $506,709 - $515,308
11,025 Added 306.08%
14,627 $683,000
Q4 2024

Feb 13, 2025
BUY
$46.02 - $47.0 $165,764 - $169,294
3,602 New
3,602 $166,000

Others Institutions Holding AVSF

# of Institutions
67
Shares Held
10.9M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSF Quotes by TradingView
  • Ticker AVSF
  • Sector ETFs
  • Industry ETFs
More about AVSF
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email