Iag Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Iag Wealth Partners, LLC

$544 Million
Q4 2024

A detailed history of Iag Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 71,722 shares of AVEM stock, worth $4.46 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

71,722

Previous 63,895 12.25%

Holding current value

$4.46 Million

Previous $4.13 Million 2.16%

% of portfolio

0.78%

Previous 0.77%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$58.59 - $66.14 $458,583 - $517,677	7,827 Added 12.25%	71,722 $4.22 Million
Q3 2024 Oct 29, 2024	BUY	$57.2 - $65.59 $147,690 - $169,353	2,582 Added 4.21%	63,895 $4.13 Million
Q2 2024 Jul 16, 2024	BUY	$56.42 - $62.42 $174,958 - $193,564	3,101 Added 5.33%	61,313 $3.75 Million
Q1 2024 Apr 24, 2024	BUY	$53.02 - $58.54 $261,706 - $288,953	4,936 Added 9.26%	58,212 $3.37 Million
Q4 2023 Feb 02, 2024	BUY	$51.0 - $56.39 $285,345 - $315,502	5,595 Added 11.73%	53,276 $3 Million
Q3 2023 Oct 24, 2023	SELL	$52.44 - $57.3 $65,235 - $71,281	-1,244 Reduced 2.54%	47,681 $2.52 Million
Q2 2023 Aug 10, 2023	BUY	$51.46 - $55.92 $284,162 - $308,790	5,522 Added 12.72%	48,925 $2.63 Million
Q1 2023 Apr 25, 2023	BUY	$50.27 - $56.2 $315,645 - $352,879	6,279 Added 16.91%	43,403 $2.3 Million
Q4 2022 Feb 08, 2023	BUY	$44.87 - $52.64 $118,411 - $138,916	2,639 Added 7.65%	37,124 $1.87 Million
Q3 2022 Oct 26, 2022	BUY	$45.9 - $53.37 $983,178 - $1.14 Million	21,420 Added 163.95%	34,485 $1.58 Million
Q2 2022 Aug 03, 2022	SELL	$51.44 - $61.32 $417,024 - $497,121	-8,107 Reduced 38.29%	13,065 $680,000
Q1 2022 May 04, 2022	BUY	$54.87 - $65.28 $451,470 - $537,123	8,228 Added 63.57%	21,172 $1.26 Million
Q4 2021 Feb 14, 2022	BUY	$60.96 - $66.61 $789,066 - $862,199	12,944 New	12,944 $820,000

Others Institutions Holding AVEM

# of Institutions

538

Shares Held

121M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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Iag Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History