First Ascent Asset Management, LLC American Centy ETF Tr Avantis Transaction History

First Ascent Asset Management, LLC

  • $892 Billion
  • Q4 2023

A detailed history of First Ascent Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 71,431 shares of AVEM stock, worth $4.31 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
71,431
Previous 67,087 6.48%
Holding current value
$4.31 Million
Previous $3.54 Billion 13.74%
% of portfolio
0.45%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
BUY
$51.0 - $56.39 $221,544 - $244,958
4,344 Added 6.48%
71,431 $4.03 Billion
Q3 2023

Nov 08, 2023
BUY
$52.44 - $57.3 $424,396 - $463,728
8,093 Added 13.72%
67,087 $3.54 Billion
Q2 2023

Aug 01, 2023
BUY
$51.46 - $55.92 $141,515 - $153,780
2,750 Added 4.89%
58,994 $3.17 Billion
Q1 2023

May 10, 2023
BUY
$50.27 - $56.2 $93,200 - $104,194
1,854 Added 3.41%
56,244 $2.97 Billion
Q4 2022

Feb 06, 2023
BUY
$46.21 - $52.64 $2.51 Million - $2.86 Million
54,390 New
54,390 $2.74 Billion

Others Institutions Holding AVEM

# of Institutions
423
Shares Held
86M
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
Track This Portfolio

Track First Ascent Asset Management, LLC Portfolio

Follow First Ascent Asset 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 First Ascent Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Ascent Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email