Kelman Lazarov, Inc. American Centy ETF Tr Avantis Transaction History

Kelman Lazarov, Inc.

$517 Million
Q1 2025

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 102,082 shares of AVEM stock, worth $6.78 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

102,082

Previous 103,460 1.33%

Holding current value

$6.78 Million

Previous $6.08 Million 0.99%

% of portfolio

1.19%

Previous 1.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$57.11 - $62.4 $78,697 - $85,987	-1,378 Reduced 1.33%	102,082 $6.14 Million
Q4 2024 Feb 13, 2025	SELL	$58.59 - $66.14 $387,397 - $437,317	-6,612 Reduced 6.01%	103,460 $6.08 Million
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

# of Institutions

590

Shares Held

128M

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 Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Account

Kelman Lazarov, Inc. American Centy ETF Tr Avantis Transaction History