Concord Wealth Partners American Centy ETF Tr Avantis Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025

A detailed history of Concord Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concord Wealth Partners holds 150,423 shares of AVEM stock, worth $9.1 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
150,423
Previous 214,941 30.02%
Holding current value
$9.1 Million
Previous $12.6 Million 28.38%
% of portfolio
1.51%
Previous 2.09%

Shares

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

May 02, 2025
SELL
$57.11 - $62.4 $3.68 Million - $4.03 Million
-64,518 Reduced 30.02%
150,423 $9.05 Million
Q4 2024

Jan 23, 2025
SELL
$58.59 - $66.14 $617,304 - $696,851
-10,536 Reduced 4.67%
214,941 $12.6 Million
Q3 2024

Oct 24, 2024
BUY
$57.2 - $65.59 $45,531 - $52,209
796 Added 0.35%
225,477 $14.6 Million
Q2 2024

Jul 31, 2024
BUY
$56.42 - $62.42 $64,939 - $71,845
1,151 Added 0.51%
224,681 $13.7 Million
Q1 2024

Apr 30, 2024
BUY
$53.02 - $58.54 $38,227 - $42,207
721 Added 0.32%
223,530 $13 Million
Q4 2023

Apr 30, 2024
SELL
$51.0 - $56.39 $1.1 Million - $1.22 Million
-21,568 Reduced 8.83%
222,809 $12.6 Million
Q4 2023

Feb 05, 2024
SELL
$51.0 - $56.39 $1.1 Million - $1.22 Million
-21,568 Reduced 8.83%
222,809 $12.6 Million
Q3 2023

Apr 30, 2024
BUY
$52.44 - $57.3 $1.13 Million - $1.24 Million
21,568 Added 9.68%
244,377 $12.9 Million
Q3 2023

Oct 25, 2023
BUY
$52.44 - $57.3 $381,815 - $417,201
7,281 Added 3.07%
244,377 $12.9 Million
Q2 2023

Aug 07, 2023
BUY
$51.46 - $55.92 $3.84 Million - $4.18 Million
74,686 Added 45.99%
237,096 $12.8 Million
Q1 2023

Apr 26, 2023
BUY
$50.27 - $56.2 $290,057 - $324,274
5,770 Added 3.68%
162,410 $8.59 Million
Q4 2022

Jan 27, 2023
SELL
$44.87 - $52.64 $1.28 Million - $1.5 Million
-28,486 Reduced 15.39%
156,640 $7.9 Million
Q3 2022

Nov 10, 2022
BUY
$45.9 - $53.37 $1.01 Million - $1.18 Million
22,090 Added 13.55%
185,126 $8.5 Million
Q2 2022

Aug 04, 2022
BUY
$51.44 - $61.32 $8.18 Million - $9.76 Million
159,109 Added 4051.67%
163,036 $8.48 Million
Q1 2022

Apr 20, 2022
BUY
$54.87 - $65.28 $215,474 - $256,354
3,927 New
3,927 $233,000

Others Institutions Holding AVEM

# of Institutions
572
Shares Held
122M
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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