Ep Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 57,064 shares of AVEM stock, worth $4.33 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

57,064

Previous 57,443 0.66%

Holding current value

$4.33 Million

Previous $3.46 Million 13.17%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$53.08 - $68.54 $20,117 - $25,976	-379 Reduced 0.66%	57,064 $3.91 Million
Q1 2025 May 15, 2025	SELL	$57.11 - $62.4 $46,087 - $50,356	-807 Reduced 1.39%	57,443 $3.46 Million
Q4 2024 Feb 13, 2025	BUY	$58.59 - $66.14 $166,395 - $187,837	2,840 Added 5.13%	58,250 $3.42 Million
Q3 2024 Nov 14, 2024	SELL	$57.2 - $65.59 $99,184 - $113,733	-1,734 Reduced 3.03%	55,410 $3.58 Million
Q2 2024 Aug 19, 2024	SELL	$56.42 - $62.42 $313,300 - $346,618	-5,553 Reduced 8.86%	57,144 $3.49 Million
Q1 2024 May 14, 2024	BUY	$53.02 - $58.54 $6,839 - $7,551	129 Added 0.21%	62,697 $3.63 Million
Q4 2023 Feb 28, 2024	BUY	$51.0 - $56.39 $47,685 - $52,724	935 Added 1.52%	62,568 $3.53 Million
Q3 2023 Nov 22, 2023	SELL	$52.44 - $57.3 $2.5 Million - $2.74 Million	-47,759 Reduced 43.66%	61,633 $3.25 Million
Q2 2023 Aug 14, 2023	BUY	$51.46 - $55.92 $2.11 Million - $2.29 Million	40,954 Added 59.84%	109,392 $5.89 Million
Q1 2023 Jun 05, 2023	SELL	$50.27 - $56.2 $916,623 - $1.02 Million	-18,234 Reduced 21.04%	68,438 $3.62 Million
Q4 2022 Jun 12, 2023	BUY	$44.87 - $52.64 $289,411 - $339,528	6,450 Added 9.42%	74,888 $3.78 Million
Q3 2022 Dec 02, 2022	SELL	$45.9 - $53.37 $64,673 - $75,198	-1,409 Reduced 1.6%	86,672 $3.98 Million
Q2 2022 Aug 11, 2022	SELL	$51.44 - $61.32 $809,408 - $964,870	-15,735 Reduced 15.16%	88,081 $4.58 Million
Q1 2022 May 20, 2022	SELL	$54.87 - $65.28 $360,989 - $429,477	-6,579 Reduced 5.96%	103,816 $6.15 Million
Q4 2021 Feb 17, 2022	BUY	$60.96 - $66.61 $6.73 Million - $7.35 Million	110,395 New	110,395 $6.99 Million

Others Institutions Holding AVEM

# of Institutions

658

Shares Held

159M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
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Ep Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History