Avantax Planning Partners, Inc. American Centy ETF Tr Avantis Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,050,626 shares of AVEM stock, worth $82.1 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

1,050,626

Previous 544,776 92.85%

Holding current value

$82.1 Million

Previous $37.3 Million 111.35%

% of portfolio

2.29%

Previous 1.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$68.33 - $75.41 $34.6 Million - $38.1 Million	505,850 Added 92.85%	1,050,626 $78.9 Million
Q2 2025 Aug 11, 2025	BUY	$53.08 - $68.54 $4.88 Million - $6.31 Million	91,998 Added 20.32%	544,776 $37.3 Million
Q1 2025 Apr 28, 2025	SELL	$57.11 - $62.4 $62,706 - $68,515	-1,098 Reduced 0.24%	452,778 $27.2 Million
Q4 2024 Feb 07, 2025	BUY	$58.59 - $66.14 $3.65 Million - $4.12 Million	62,320 Added 15.92%	453,876 $26.7 Million
Q3 2024 Nov 13, 2024	BUY	$57.2 - $65.59 $1.09 Million - $1.25 Million	19,031 Added 5.11%	391,556 $25.3 Million
Q2 2024 Aug 09, 2024	BUY	$56.42 - $62.42 $21 Million - $23.3 Million	372,525 New	372,525 $22.8 Million

Others Institutions Holding AVEM

# of Institutions

698

Shares Held

160M

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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. American Centy ETF Tr Avantis Transaction History