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

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

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 35,715 shares of AVUV stock, worth $3.57 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

35,715

Previous 23,859 49.69%

Holding current value

$3.57 Million

Previous $2.08 Million 56.47%

% of portfolio

0.17%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$75.17 - $91.21 $891,215 - $1.08 Million	11,856 Added 49.69%	35,715 $3.25 Million
Q1 2025 May 13, 2025	BUY	$84.95 - $100.62 $439,701 - $520,809	5,176 Added 27.7%	23,859 $2.08 Million
Q4 2024 Feb 07, 2025	BUY	$94.37 - $106.41 $415,605 - $468,629	4,404 Added 30.84%	18,683 $1.8 Million
Q3 2024 Nov 08, 2024	BUY	$88.24 - $99.7 $1.14 Million - $1.28 Million	12,876 Added 917.75%	14,279 $1.37 Million
Q2 2024 Aug 13, 2024	SELL	$86.93 - $93.77 $46,681 - $50,354	-537 Reduced 27.68%	1,403 $125,000
Q1 2024 Jun 11, 2024	SELL	$84.87 - $93.71 $571,005 - $630,480	-6,728 Reduced 77.62%	1,940 $181,000
Q4 2023 Feb 09, 2024	BUY	$73.38 - $91.25 $38,304 - $47,632	522 Added 6.41%	8,668 $778,000
Q3 2023 Nov 03, 2023	BUY	$75.9 - $84.23 $22,086 - $24,510	291 Added 3.7%	8,146 $634,000
Q2 2023 Aug 04, 2023	SELL	$69.33 - $77.71 $57,405 - $64,343	-828 Reduced 9.54%	7,855 $609,000
Q1 2023 May 11, 2023	SELL	$70.61 - $84.06 $139,313 - $165,850	-1,973 Reduced 18.52%	8,683 $643,000
Q4 2022 Feb 09, 2023	BUY	$68.43 - $80.54 $10,538 - $12,403	154 Added 1.47%	10,656 $793,000
Q3 2022 Nov 07, 2022	SELL	$65.42 - $79.96 $587,275 - $717,800	-8,977 Reduced 46.09%	10,502 $695,000
Q2 2022 Aug 01, 2022	BUY	$67.93 - $81.74 $704,909 - $848,215	10,377 Added 114.01%	19,479 $1.33 Million
Q1 2022 May 25, 2022	BUY	$75.32 - $82.57 $34,873 - $38,229	463 Added 5.36%	9,102 $726,000
Q4 2021 Feb 07, 2022	BUY	$75.12 - $83.87 $648,961 - $724,552	8,639 New	8,639 $689,000

Others Institutions Holding AVUV

# of Institutions

925

Shares Held

127M

Call Options Held

29.3K

Put Options Held

16K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

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