Amplius Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 275,941 shares of AVEM stock, worth $16.5 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
275,941
Previous 195,277 41.31%
Holding current value
$16.5 Million
Previous $12.6 Million 28.6%
% of portfolio
1.91%
Previous 1.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$58.59 - $66.14 $4.73 Million - $5.34 Million
80,664 Added 41.31%
275,941 $16.2 Million
Q3 2024

Oct 16, 2024
SELL
$57.2 - $65.59 $1.36 Million - $1.55 Million
-23,696 Reduced 10.82%
195,277 $12.6 Million
Q2 2024

Jul 22, 2024
SELL
$56.42 - $62.42 $78,931 - $87,325
-1,399 Reduced 0.63%
218,973 $13.4 Million
Q1 2024

Apr 16, 2024
SELL
$53.02 - $58.54 $10.7 Million - $11.9 Million
-202,676 Reduced 47.91%
220,372 $12.8 Million
Q4 2023

Jan 10, 2024
BUY
$51.0 - $56.39 $21.6 Million - $23.9 Million
423,048 New
423,048 $23.9 Million

Others Institutions Holding AVEM

# of Institutions
492
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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