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

Iht Wealth Management, LLC

$3.06 Billion
Q1 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 269,624 shares of AVEM stock, worth $18.8 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

269,624

Previous 229,750 17.36%

Holding current value

$18.8 Million

Previous $13.5 Million 20.11%

% of portfolio

0.53%

Previous 0.45%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

603

Shares Held

130M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

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