A detailed history of Captrust Financial Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Captrust Financial Advisors holds 6,394 shares of AVEM stock, worth $416,121. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,394
Previous 7,049 9.29%
Holding current value
$416,121
Previous $414,000 7.25%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

SELL
$57.11 - $62.4 $37,407 - $40,872
-655 Reduced 9.29%
6,394 $384,000
Q4 2024

Feb 14, 2025

BUY
$58.59 - $66.14 $210,103 - $237,178
3,586 Added 103.55%
7,049 $414,000
Q3 2024

Nov 14, 2024

BUY
$57.2 - $65.59 $198,083 - $227,138
3,463 New
3,463 $223,000

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.