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

Modera Wealth Management, LLC

  • $7.26 Billion
  • Q1 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 179,842 shares of AVEM stock, worth $11.6 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
179,842
Previous 166,184 8.22%
Holding current value
$11.6 Million
Previous $9.77 Million 10.77%
% of portfolio
0.15%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
590
Shares Held
128M
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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