Heirloom Wealth Management American Centy ETF Tr Avantis Transaction History

Heirloom Wealth Management

  • $401 Million
  • Q4 2025

A detailed history of Heirloom Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heirloom Wealth Management holds 80,347 shares of AVUS stock, worth $8.77 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
80,347
Previous 72,753 10.44%
Holding current value
$8.77 Million
Previous $7.91 Million 10.84%
% of portfolio
2.19%
Previous 2.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$105.96 - $111.17 $804,660 - $844,224
7,594 Added 10.44%
80,347 $8.77 Million
Q3 2025

Nov 10, 2025
BUY
$101.2 - $109.16 $7.36 Million - $7.94 Million
72,753 New
72,753 $7.91 Million

Others Institutions Holding AVUS

# of Institutions
523
Shares Held
78.8M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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