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 10,473 shares of AVEM stock, worth $627,018. This represents 0.37% of its overall portfolio holdings.

Number of Shares
10,473
Previous 7,776 34.68%
Holding current value
$627,018
Previous $475 Million 42.42%
% of portfolio
0.37%
Previous 0.29%

Shares

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

Oct 07, 2024

BUY
$57.2 - $65.59 $154,268 - $176,896
2,697 Added 34.68%
10,473 $677 Million
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

About AMERICAN CENTY ETF TR AVANTIS


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