Convergence Financial, LLC American Centy ETF Tr Avantis Transaction History

Convergence Financial, LLC

$582 Billion
Q2 2025

A detailed history of Convergence Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Convergence Financial, LLC holds 20,167 shares of AVEM stock, worth $1.42 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

20,167

Previous 19,341 4.27%

Holding current value

$1.42 Million

Previous $1.16 Billion 18.78%

% of portfolio

0.24%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$53.08 - $68.54 $43,844 - $56,614	826 Added 4.27%	20,167 $1.38 Billion
Q1 2025 Apr 24, 2025	BUY	$57.11 - $62.4 $95,944 - $104,832	1,680 Added 9.51%	19,341 $1.16 Billion
Q4 2024 Feb 04, 2025	SELL	$58.59 - $66.14 $41,950 - $47,356	-716 Reduced 3.9%	17,661 $1.04 Billion
Q3 2024 Oct 23, 2024	BUY	$57.2 - $65.59 $311,053 - $356,678	5,438 Added 42.03%	18,377 $1.19 Billion
Q2 2024 Oct 23, 2024	BUY	$56.42 - $62.42 $510,713 - $565,025	9,052 Added 232.88%	12,939 $790 Million
Q1 2024 Oct 23, 2024	BUY	$53.02 - $58.54 $206,088 - $227,544	3,887 New	3,887 $225 Million

Others Institutions Holding AVEM

# of Institutions

615

Shares Held

137M

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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Convergence Financial, LLC American Centy ETF Tr Avantis Transaction History