Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History

Bsw Wealth Partners

$719 Million
Q2 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 194,087 shares of AVES stock, worth $10.6 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

194,087

Previous 183,098 6.0%

Holding current value

$10.6 Million

Previous $8.63 Million 20.37%

% of portfolio

1.45%

Previous 1.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$42.02 - $53.63 $461,757 - $589,340	10,989 Added 6.0%	194,087 $10.4 Million
Q1 2025 Apr 24, 2025	BUY	$44.71 - $48.65 $86,558 - $94,186	1,936 Added 1.07%	183,098 $8.63 Million
Q4 2024 Jan 22, 2025	SELL	$46.2 - $53.09 $161,746 - $185,868	-3,501 Reduced 1.9%	181,162 $8.37 Million
Q3 2024 Oct 29, 2024	BUY	$46.0 - $52.55 $329,084 - $375,942	7,154 Added 4.03%	184,663 $9.63 Million
Q2 2024 Jul 16, 2024	BUY	$46.2 - $50.62 $2.59 Million - $2.84 Million	56,013 Added 46.1%	177,509 $8.65 Million
Q1 2024 Apr 23, 2024	BUY	$43.35 - $47.78 $5.03 Million - $5.55 Million	116,061 Added 2135.44%	121,496 $5.76 Million
Q4 2023 Jan 25, 2024	BUY	$41.72 - $46.26 $226,748 - $251,423	5,435 New	5,435 $249,000

Others Institutions Holding AVES

# of Institutions

134

Shares Held

9.75M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVES
Sector ETFs
Industry ETFs

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Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History