Dopkins Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Dopkins Wealth Management, LLC

$120 Million
Q3 2024

A detailed history of Dopkins Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 47,720 shares of AVEM stock, worth $2.92 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

47,720

Previous 74,652 36.08%

Holding current value

$2.92 Million

Previous $4.56 Million 32.41%

% of portfolio

2.57%

Previous 2.89%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$57.2 - $65.59 $1.54 Million - $1.77 Million	-26,932 Reduced 36.08%	47,720 $3.08 Million
Q2 2024 Jul 30, 2024	SELL	$56.42 - $62.42 $338 - $374	-6 Reduced 0.01%	74,652 $4.56 Million
Q1 2024 May 03, 2024	BUY	$53.02 - $58.54 $249,140 - $275,079	4,699 Added 6.72%	74,658 $4.33 Million
Q4 2023 Jan 25, 2024	BUY	$51.0 - $56.39 $118,983 - $131,557	2,333 Added 3.45%	69,959 $3.94 Million
Q3 2023 Nov 13, 2023	BUY	$52.44 - $57.3 $149,873 - $163,763	2,858 Added 4.41%	67,626 $3.57 Million
Q2 2023 Aug 07, 2023	BUY	$51.46 - $55.92 $273,664 - $297,382	5,318 Added 8.95%	64,768 $3.49 Million
Q1 2023 May 05, 2023	SELL	$50.27 - $56.2 $716,649 - $801,187	-14,256 Reduced 19.34%	59,450 $3.14 Million
Q4 2022 Feb 07, 2023	BUY	$44.87 - $52.64 $2.73 Million - $3.21 Million	60,917 Added 476.32%	73,706 $3.72 Million
Q3 2022 Nov 01, 2022	BUY	$45.9 - $53.37 $587,015 - $682,548	12,789 New	12,789 $587,000

Others Institutions Holding AVEM

# of Institutions

467

Shares Held

99.3M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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Dopkins Wealth Management, LLC American Centy ETF Tr Avantis Transaction History