Iam Advisory, LLC American Centy ETF Tr Avantis Transaction History

Iam Advisory, LLC

$400 Million
Q2 2025

A detailed history of Iam Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iam Advisory, LLC holds 75,868 shares of AVUV stock, worth $7.58 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

75,868

Previous 74,704 1.56%

Holding current value

$7.58 Million

Previous $6.5 Million 6.4%

% of portfolio

1.73%

Previous 1.7%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$75.17 - $91.21 $87,497 - $106,168	1,164 Added 1.56%	75,868 $6.91 Million
Q1 2025 Apr 11, 2025	SELL	$84.95 - $100.62 $127,085 - $150,527	-1,496 Reduced 1.96%	74,704 $6.5 Million
Q4 2024 Jan 15, 2025	SELL	$94.37 - $106.41 $43,315 - $48,842	-459 Reduced 0.6%	76,200 $7.36 Million
Q3 2024 Oct 07, 2024	BUY	$88.24 - $99.7 $24,354 - $27,517	276 Added 0.36%	76,659 $7.36 Million
Q2 2024 Jul 12, 2024	BUY	$86.93 - $93.77 $373,799 - $403,211	4,300 Added 5.97%	76,383 $6.85 Million
Q1 2024 Apr 15, 2024	SELL	$84.87 - $93.71 $213,448 - $235,680	-2,515 Reduced 3.37%	72,083 $6.75 Million
Q4 2023 Jan 12, 2024	BUY	$73.38 - $91.25 $69,270 - $86,140	944 Added 1.28%	74,598 $6.7 Million
Q3 2023 Oct 10, 2023	SELL	$75.9 - $84.23 $58,746 - $65,194	-774 Reduced 1.04%	73,654 $5.74 Million
Q2 2023 Jul 13, 2023	BUY	$69.33 - $77.71 $28,355 - $31,783	409 Added 0.55%	74,428 $5.78 Million
Q1 2023 Apr 10, 2023	SELL	$70.61 - $84.06 $154,635 - $184,091	-2,190 Reduced 2.87%	74,019 $5.48 Million
Q4 2022 Jan 17, 2023	BUY	$68.43 - $80.54 $16,012 - $18,846	234 Added 0.31%	76,209 $0
Q3 2022 Oct 17, 2022	SELL	$65.42 - $79.96 $964,290 - $1.18 Million	-14,740 Reduced 16.25%	75,975 $5.03 Million
Q2 2022 Jul 12, 2022	SELL	$67.93 - $81.74 $109,027 - $131,192	-1,605 Reduced 1.74%	90,715 $6.2 Million
Q1 2022 Apr 14, 2022	BUY	$75.32 - $82.57 $1.35 Million - $1.48 Million	17,967 Added 24.16%	92,320 $7.37 Million
Q4 2021 Jan 19, 2022	BUY	$75.12 - $83.87 $324,969 - $362,821	4,326 Added 6.18%	74,353 $6.02 Million
Q3 2021 Oct 14, 2021	BUY	$69.46 - $77.76 $4.86 Million - $5.45 Million	70,027 New	70,027 $5.44 Million

Others Institutions Holding AVUV

# of Institutions

924

Shares Held

127M

Call Options Held

29.3K

Put Options Held

16K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Iam Advisory, LLC with notifications on news.

Account