Iht Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iht Wealth Management, LLC holds 384,842 shares of AVEM stock, worth $29.9 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
384,842
Previous 285,071 35.0%
Holding current value
$29.9 Million
Previous $19.5 Million 47.94%
% of portfolio
0.79%
Previous 0.57%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$68.33 - $75.41 $6.82 Million - $7.52 Million
99,771 Added 35.0%
384,842 $28.9 Million
Q2 2025

Aug 14, 2025
BUY
$53.08 - $68.54 $819,926 - $1.06 Million
15,447 Added 5.73%
285,071 $19.5 Million
Q1 2025

May 15, 2025
BUY
$57.11 - $62.4 $2.28 Million - $2.49 Million
39,874 Added 17.36%
269,624 $16.2 Million
Q4 2024

Feb 14, 2025
BUY
$58.59 - $66.14 $10.6 Million - $11.9 Million
180,298 Added 364.59%
229,750 $13.5 Million
Q3 2024

Nov 14, 2024
BUY
$57.2 - $65.59 $38,896 - $44,601
680 Added 1.39%
49,452 $3.19 Million
Q2 2024

Aug 14, 2024
BUY
$56.42 - $62.42 $749,991 - $829,749
13,293 Added 37.47%
48,772 $2.98 Million
Q1 2024

May 15, 2024
BUY
$53.02 - $58.54 $1.88 Million - $2.08 Million
35,479 New
35,479 $2.06 Million
Q2 2022

Aug 15, 2022
SELL
$51.44 - $61.32 $212,601 - $253,435
-4,133 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$54.87 - $65.28 $5,871 - $6,984
107 Added 2.66%
4,133 $245,000
Q4 2021

Feb 14, 2022
BUY
$60.96 - $66.61 $17,983 - $19,649
295 Added 7.91%
4,026 $255,000
Q3 2021

Nov 15, 2021
BUY
$63.1 - $69.23 $3,849 - $4,223
61 Added 1.66%
3,731 $241,000
Q2 2021

Aug 16, 2021
BUY
$65.38 - $70.46 $239,944 - $258,588
3,670 New
3,670 $255,000

Others Institutions Holding AVEM

# of Institutions
724
Shares Held
170M
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
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