Ever Source Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,867 shares of AVEM stock, worth $398,835. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,867
Previous 5,909 16.21%
Holding current value
$398,835
Previous $381,000 5.77%
% of portfolio
0.02%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$58.59 - $66.14 $56,129 - $63,362
958 Added 16.21%
6,867 $403,000
Q3 2024

Nov 08, 2024
BUY
$57.2 - $65.59 $77,105 - $88,415
1,348 Added 29.55%
5,909 $381,000
Q2 2024

Aug 13, 2024
BUY
$56.42 - $62.42 $31,031 - $34,331
550 Added 13.71%
4,561 $278,000
Q1 2024

Jun 11, 2024
SELL
$53.02 - $58.54 $629,824 - $695,396
-11,879 Reduced 74.76%
4,011 $232,000
Q4 2023

Feb 09, 2024
BUY
$51.0 - $56.39 $11,628 - $12,856
228 Added 1.46%
15,890 $896,000
Q3 2023

Nov 03, 2023
BUY
$52.44 - $57.3 $28,894 - $31,572
551 Added 3.65%
15,662 $826,000
Q2 2023

Aug 04, 2023
SELL
$51.46 - $55.92 $19,709 - $21,417
-383 Reduced 2.47%
15,111 $813,000
Q1 2023

May 11, 2023
BUY
$50.27 - $56.2 $36,697 - $41,026
730 Added 4.94%
15,494 $819,000
Q4 2022

Feb 09, 2023
BUY
$44.87 - $52.64 $55,369 - $64,957
1,234 Added 9.12%
14,764 $744,000
Q3 2022

Nov 07, 2022
SELL
$45.9 - $53.37 $365,180 - $424,611
-7,956 Reduced 37.03%
13,530 $622,000
Q2 2022

Aug 01, 2022
BUY
$51.44 - $61.32 $497,682 - $593,271
9,675 Added 81.92%
21,486 $1.12 Million
Q1 2022

May 25, 2022
BUY
$54.87 - $65.28 $60,850 - $72,395
1,109 Added 10.36%
11,811 $700,000
Q4 2021

Feb 07, 2022
BUY
$60.96 - $66.61 $652,393 - $712,860
10,702 New
10,702 $678,000

Others Institutions Holding AVEM

# of Institutions
550
Shares Held
123M
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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