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

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

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 58,250 shares of AVEM stock, worth $3.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
58,250
Previous 55,410 5.13%
Holding current value
$3.5 Million
Previous $3.58 Million 4.33%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
537
Shares Held
121M
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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