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

Amplius Wealth Advisors, LLC

$881 Million
Q1 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 384,391 shares of AVEM stock, worth $25 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

384,391

Previous 275,941 39.3%

Holding current value

$25 Million

Previous $16.2 Million 43.02%

% of portfolio

2.63%

Previous 1.91%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

590

Shares Held

128M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

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