Aprio Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Aprio Wealth Management, LLC

$631 Million
Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 5,318 shares of AVEM stock, worth $318,229. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,318

Previous 6,143 13.43%

Holding current value

$318,229

Previous $396,000 21.21%

% of portfolio

0.05%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$58.59 - $66.14 $48,336 - $54,565	-825 Reduced 13.43%	5,318 $312,000
Q2 2024 Jul 10, 2024	SELL	$56.42 - $62.42 $6,206 - $6,866	-110 Reduced 1.76%	6,143 $375,000
Q1 2024 Apr 10, 2024	SELL	$53.02 - $58.54 $119,984 - $132,476	-2,263 Reduced 26.57%	6,253 $362,000
Q4 2023 Jan 17, 2024	SELL	$51.0 - $56.39 $297,840 - $329,317	-5,840 Reduced 40.68%	8,516 $480,000
Q3 2023 Oct 10, 2023	SELL	$52.44 - $57.3 $27 Million - $29.5 Million	-514,386 Reduced 97.28%	14,356 $757,000
Q2 2023 Jul 13, 2023	BUY	$51.46 - $55.92 $519,437 - $564,456	10,094 Added 1.95%	528,742 $28.5 Million
Q1 2023 Apr 14, 2023	BUY	$50.27 - $56.2 $26.1 Million - $29.1 Million	518,648 New	518,648 $27.4 Million

Others Institutions Holding AVEM

# of Institutions

484

Shares Held

106M

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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Aprio Wealth Management, LLC American Centy ETF Tr Avantis Transaction History