Collaborative Wealth Managment Inc. American Centy ETF Tr Avantis Transaction History

Collaborative Wealth Managment Inc.

  • $214 Million
  • Q4 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 59,059 shares of AVEM stock, worth $3.5 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
59,059
Previous 54,302 8.76%
Holding current value
$3.5 Million
Previous $3.51 Million 1.0%
% of portfolio
1.62%
Previous 1.63%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$58.59 - $66.14 $278,712 - $314,627
4,757 Added 8.76%
59,059 $3.47 Million
Q3 2024

Nov 12, 2024
BUY
$57.2 - $65.59 $2.9 Million - $3.32 Million
50,692 Added 1404.21%
54,302 $3.51 Million
Q2 2024

Aug 09, 2024
BUY
$56.42 - $62.42 $2,538 - $2,808
45 Added 1.26%
3,610 $220,000
Q1 2024

May 10, 2024
SELL
$53.02 - $58.54 $6,044 - $6,673
-114 Reduced 3.1%
3,565 $206,000
Q4 2023

Feb 07, 2024
BUY
$51.0 - $56.39 $187,629 - $207,458
3,679 New
3,679 $207,000

Others Institutions Holding AVEM

# of Institutions
535
Shares Held
121M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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