A detailed history of Mbe Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 4,019 shares of AVEM stock, worth $311,593. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,019
Previous 3,560 12.89%
Holding current value
$311,593
Previous $244,000 23.36%
% of portfolio
0.14%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$68.33 - $75.41 $31,363 - $34,613
459 Added 12.89%
4,019 $301,000
Q2 2025

Jul 16, 2025

SELL
$53.08 - $68.54 $12,367 - $15,969
-233 Reduced 6.14%
3,560 $244,000
Q1 2025

Apr 22, 2025

BUY
$57.11 - $62.4 $18,903 - $20,654
331 Added 9.56%
3,793 $228,000
Q4 2024

Jan 22, 2025

BUY
$58.59 - $66.14 $202,838 - $228,976
3,462 New
3,462 $203,000

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Mbe Wealth Management, LLC Portfolio

Follow Mbe Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.