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

Aprio Wealth Management, LLC

$808 Million
Q2 2025

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 60,957 shares of AVRE stock, worth $2.69 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

60,957

Previous 70,345 13.35%

Holding current value

$2.69 Million

Previous $3.03 Million 11.04%

% of portfolio

0.33%

Previous 0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$38.75 - $44.92 $363,785 - $421,708	-9,388 Reduced 13.35%	60,957 $2.69 Million
Q1 2025 May 15, 2025	SELL	$40.62 - $44.31 $260,333 - $283,982	-6,409 Reduced 8.35%	70,345 $3.03 Million
Q4 2024 Jan 10, 2025	SELL	$41.03 - $46.91 $409,069 - $467,692	-9,970 Reduced 11.5%	76,754 $3.22 Million
Q3 2024 Oct 07, 2024	SELL	$40.95 - $48.28 $17.6 Million - $20.7 Million	-429,495 Reduced 83.2%	86,724 $4.09 Million
Q2 2024 Jul 10, 2024	BUY	$38.89 - $42.05 $10.6 Million - $11.4 Million	271,922 Added 111.31%	516,219 $21.3 Million
Q1 2024 Apr 10, 2024	BUY	$40.52 - $43.42 $1.8 Million - $1.93 Million	44,367 Added 22.19%	244,297 $10.3 Million
Q4 2023 Jan 17, 2024	BUY	$35.51 - $43.68 $200,524 - $246,660	5,647 Added 2.91%	199,930 $8.66 Million
Q3 2023 Oct 10, 2023	SELL	$37.14 - $42.66 $868,667 - $997,774	-23,389 Reduced 10.75%	194,283 $7.3 Million
Q2 2023 Jul 13, 2023	BUY	$39.41 - $41.99 $8.58 Million - $9.14 Million	217,672 New	217,672 $8.91 Million

Others Institutions Holding AVRE

# of Institutions

144

Shares Held

12.2M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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