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

Aprio Wealth Management, LLC

  • $514 Million
  • Q2 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 6,143 shares of AVEM stock, worth $373,002. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,143
Previous 6,253 1.76%
Holding current value
$373,002
Previous $362,000 3.59%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
401
Shares Held
78.6M
Call Options Held
0
Put Options Held
10.4K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio 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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email