Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History

Bsw Wealth Partners

$788 Million
Q3 2025

A detailed history of Bsw Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bsw Wealth Partners holds 217,549 shares of AVEM stock, worth $16.9 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

217,549

Previous 210,041 3.57%

Holding current value

$16.9 Million

Previous $14.4 Million 13.5%

% of portfolio

2.07%

Previous 2.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$68.33 - $75.41 $513,021 - $566,178	7,508 Added 3.57%	217,549 $16.3 Million
Q2 2025 Jul 18, 2025	BUY	$53.08 - $68.54 $757,026 - $977,517	14,262 Added 7.28%	210,041 $14.4 Million
Q1 2025 Apr 24, 2025	BUY	$57.11 - $62.4 $12,735 - $13,915	223 Added 0.11%	195,779 $11.8 Million
Q4 2024 Jan 22, 2025	SELL	$58.59 - $66.14 $107,102 - $120,903	-1,828 Reduced 0.93%	195,556 $11.5 Million
Q3 2024 Oct 29, 2024	BUY	$57.2 - $65.59 $356,527 - $408,822	6,233 Added 3.26%	197,384 $12.8 Million
Q2 2024 Jul 16, 2024	BUY	$56.42 - $62.42 $3.37 Million - $3.72 Million	59,658 Added 45.37%	191,151 $11.7 Million
Q1 2024 Apr 23, 2024	BUY	$53.02 - $58.54 $6.23 Million - $6.88 Million	117,465 Added 837.36%	131,493 $7.62 Million
Q4 2023 Jan 25, 2024	BUY	$51.0 - $56.39 $715,428 - $791,038	14,028 New	14,028 $791,000

Others Institutions Holding AVEM

# of Institutions

723

Shares Held

170M

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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Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History