A detailed history of Mission Wealth Management, LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mission Wealth Management, LP holds 236,643 shares of AVEM stock, worth $14.3 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
236,643
Previous 160,936 47.04%
Holding current value
$14.3 Million
Previous $9.83 Million 55.5%
% of portfolio
0.37%
Previous 0.26%

Shares

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

Oct 31, 2024

BUY
$57.2 - $65.59 $4.33 Million - $4.97 Million
75,707 Added 47.04%
236,643 $15.3 Million
Q2 2024

Aug 02, 2024

BUY
$56.42 - $62.42 $8.45 Million - $9.35 Million
149,718 Added 1334.62%
160,936 $9.83 Million
Q1 2024

Apr 30, 2024

BUY
$53.02 - $58.54 $594,778 - $656,701
11,218 New
11,218 $650,000

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


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

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.