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

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,009 shares of AVEM stock, worth $278,304. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,009
Previous 4,009 -0.0%
Holding current value
$278,304
Previous $241 Million 99.9%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$57.11 - $62.4 $34,894 - $38,126
611 Added 17.98%
4,009 $241 Million
Q4 2024

Feb 11, 2025
BUY
$58.59 - $66.14 $199,088 - $224,743
3,398 New
3,398 $205 Million

Others Institutions Holding AVEM

# of Institutions
592
Shares Held
129M
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email