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 109,446 shares of AVEM stock, worth $6.65 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
109,446
Previous 111,397 1.75%
Holding current value
$6.65 Million
Previous $6.28 Million 0.99%
% of portfolio
1.31%
Previous 1.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$46.21 - $52.64 $4.15 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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