Modera Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Modera Wealth Management, LLC

$7.91 Billion
Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modera Wealth Management, LLC holds 181,076 shares of AVEM stock, worth $13.7 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

181,076

Previous 179,842 0.69%

Holding current value

$13.7 Million

Previous $10.8 Million 14.68%

% of portfolio

0.16%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$53.08 - $68.54 $65,500 - $84,578	1,234 Added 0.69%	181,076 $12.4 Million
Q1 2025 May 08, 2025	BUY	$57.11 - $62.4 $780,008 - $852,259	13,658 Added 8.22%	179,842 $10.8 Million
Q4 2024 Feb 05, 2025	BUY	$58.59 - $66.14 $9.74 Million - $11 Million	166,184 New	166,184 $9.77 Million
Q2 2022 Jul 27, 2022	SELL	$51.44 - $61.32 $180,657 - $215,355	-3,512 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$54.87 - $65.28 $5,541 - $6,593	101 Added 2.96%	3,512 $208,000
Q4 2021 Feb 04, 2022	BUY	$60.96 - $66.61 $207,934 - $227,206	3,411 New	3,411 $216,000

Others Institutions Holding AVEM

# of Institutions

624

Shares Held

157M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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Modera Wealth Management, LLC American Centy ETF Tr Avantis Transaction History