Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 27,437 shares of AVEM stock, worth $1.62 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

27,437

Previous 43,424 36.82%

Holding current value

$1.62 Million

Previous $2.55 Million 35.34%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$57.11 - $62.4 $913,017 - $997,588	-15,987 Reduced 36.82%	27,437 $1.65 Million
Q4 2024 Feb 10, 2025	BUY	$58.59 - $66.14 $549,984 - $620,856	9,387 Added 27.58%	43,424 $2.55 Million
Q3 2024 Oct 31, 2024	BUY	$57.2 - $65.59 $671,127 - $769,567	11,733 Added 52.6%	34,037 $2.2 Million
Q2 2024 Jul 16, 2024	BUY	$56.42 - $62.42 $61,497 - $68,037	1,090 Added 5.14%	22,304 $1.36 Million
Q1 2024 May 06, 2024	BUY	$53.02 - $58.54 $458,835 - $506,605	8,654 Added 68.9%	21,214 $1.23 Million
Q4 2023 Feb 07, 2024	BUY	$51.0 - $56.39 $195,738 - $216,424	3,838 Added 44.0%	12,560 $708,000
Q3 2023 Nov 13, 2023	BUY	$52.44 - $57.3 $457,381 - $499,770	8,722 New	8,722 $460,000

Others Institutions Holding AVEM

# of Institutions

554

Shares Held

123M

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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Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History