A detailed history of Kelman Lazarov, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 110,072 shares of AVEM stock, worth $6.5 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
110,072
Previous 109,135 0.86%
Holding current value
$6.5 Million
Previous $6.67 Million 6.64%
% of portfolio
1.35%
Previous 1.35%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$57.2 - $65.59 $53,596 - $61,457
937 Added 0.86%
110,072 $7.11 Million
Q2 2024

Aug 12, 2024

SELL
$56.42 - $62.42 $17,546 - $19,412
-311 Reduced 0.28%
109,135 $6.67 Million
Q1 2024

May 09, 2024

SELL
$53.02 - $58.54 $103,442 - $114,211
-1,951 Reduced 1.75%
109,446 $6.34 Million
Q4 2023

Feb 01, 2024

BUY
$51.0 - $56.39 $440,334 - $486,871
8,634 Added 8.4%
111,397 $6.28 Million
Q3 2023

Oct 30, 2023

BUY
$52.44 - $57.3 $476,574 - $520,742
9,088 Added 9.7%
102,763 $5.42 Million
Q2 2023

Aug 04, 2023

SELL
$51.46 - $55.92 $210,728 - $228,992
-4,095 Reduced 4.19%
93,675 $5.04 Million
Q1 2023

May 04, 2023

BUY
$50.27 - $56.2 $398,842 - $445,890
7,934 Added 8.83%
97,770 $5.17 Million
Q4 2022

Feb 06, 2023

BUY
$44.87 - $52.64 $4.03 Million - $4.73 Million
89,836 New
89,836 $4.53 Million

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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