A detailed history of Executive Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Executive Wealth Management, LLC holds 258,732 shares of AVEM stock, worth $15.4 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
258,732
Previous 258,732 -0.0%
Holding current value
$15.4 Million
Previous $16.7 Million -0.0%
% of portfolio
1.44%
Previous 2.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$57.2 - $65.59 $14.8 Million - $17 Million
258,732 New
258,732 $16.7 Million
Q1 2024

May 13, 2024

BUY
$53.02 - $58.54 $1.31 Million - $1.45 Million
24,694 New
24,694 $1.43 Million

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Executive Wealth Management, LLC Portfolio

Follow Executive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.