Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 7,776 shares of AVEM stock, worth $472,858. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,776
Previous 6,524 19.19%
Holding current value
$472,858
Previous $378 Million 25.62%
% of portfolio
0.29%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$56.42 - $62.42 $70,637 - $78,149
1,252 Added 19.19%
7,776 $475 Million
Q1 2024

Apr 29, 2024
BUY
$53.02 - $58.54 $3,605 - $3,980
68 Added 1.05%
6,524 $378 Million
Q4 2023

Feb 14, 2024
BUY
$51.0 - $56.39 $329,256 - $364,053
6,456 New
6,456 $364 Million

Others Institutions Holding AVEM

# of Institutions
425
Shares Held
86.4M
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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