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 3,865 shares of AVSE stock, worth $247,785. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,865
Previous 6,221 37.87%
Holding current value
$247,785
Previous $319,000 29.15%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$45.56 - $58.63 $107,339 - $138,132
-2,356 Reduced 37.87%
3,865 $226,000
Q4 2024

Feb 13, 2025
BUY
$50.47 - $56.52 $313,973 - $351,610
6,221 New
6,221 $313,000

Others Institutions Holding AVSE

# of Institutions
57
Shares Held
1.5M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSE Quotes by TradingView
  • Ticker AVSE
  • Sector ETFs
  • Industry ETFs
More about AVSE
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