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

Amplius Wealth Advisors, LLC

$985 Million
Q2 2025

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 397,698 shares of AVEM stock, worth $30.1 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares

397,698

Previous 384,391 3.46%

Holding current value

$30.1 Million

Previous $23.2 Million 17.49%

% of portfolio

2.77%

Previous 2.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$53.08 - $68.54 $706,335 - $912,061	13,307 Added 3.46%	397,698 $27.3 Million
Q1 2025 Apr 10, 2025	BUY	$57.11 - $62.4 $6.19 Million - $6.77 Million	108,450 Added 39.3%	384,391 $23.2 Million
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

632

Shares Held

157M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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