Atria Wealth Solutions, Inc. American Centy ETF Tr Avantis Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 7,591 shares of AVEM stock, worth $526,967. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,591

Previous 8,531 11.02%

Holding current value

$526,967

Previous $501,000 8.98%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$57.11 - $62.4 $53,683 - $58,656	-940 Reduced 11.02%	7,591 $456,000
Q4 2024 Jan 31, 2025	SELL	$58.59 - $66.14 $224,634 - $253,580	-3,834 Reduced 31.01%	8,531 $501,000
Q3 2024 Nov 08, 2024	SELL	$57.2 - $65.59 $168,053 - $192,703	-2,938 Reduced 19.2%	12,365 $798,000
Q2 2024 Jul 22, 2024	SELL	$56.42 - $62.42 $20,085 - $22,221	-356 Reduced 2.27%	15,303 $934,000
Q1 2024 May 13, 2024	BUY	$53.02 - $58.54 $239,014 - $263,898	4,508 Added 40.43%	15,659 $907,000
Q4 2023 Feb 02, 2024	BUY	$51.0 - $56.39 $137,904 - $152,478	2,704 Added 32.01%	11,151 $628,000
Q3 2023 Nov 08, 2023	BUY	$52.44 - $57.3 $442,960 - $484,013	8,447 New	8,447 $445,000

Others Institutions Holding AVEM

# of Institutions

592

Shares Held

128M

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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Atria Wealth Solutions, Inc. American Centy ETF Tr Avantis Transaction History