Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 409,751 shares of AVEM stock, worth $25.4 Million. This represents 8.4% of its overall portfolio holdings.

Number of Shares
409,751
Previous 389,572 5.18%
Holding current value
$25.4 Million
Previous $25.2 Million 4.28%
% of portfolio
8.4%
Previous 8.95%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$58.59 - $66.14 $1.18 Million - $1.33 Million
20,179 Added 5.18%
409,751 $24.1 Million
Q3 2024

Oct 24, 2024
BUY
$57.2 - $65.59 $1.11 Million - $1.27 Million
19,415 Added 5.25%
389,572 $25.2 Million
Q2 2024

Jul 30, 2024
BUY
$56.42 - $62.42 $714,220 - $790,174
12,659 Added 3.54%
370,157 $22.6 Million
Q1 2024

Apr 23, 2024
BUY
$53.02 - $58.54 $1.84 Million - $2.03 Million
34,658 Added 10.74%
357,498 $20.7 Million
Q4 2023

Jan 26, 2024
BUY
$51.0 - $56.39 $2.07 Million - $2.29 Million
40,632 Added 14.4%
322,840 $18.2 Million
Q3 2023

Oct 18, 2023
BUY
$52.44 - $57.3 $7.53 Million - $8.23 Million
143,630 Added 103.65%
282,208 $14.9 Million
Q2 2023

Jul 25, 2023
BUY
$51.46 - $55.92 $5.53 Million - $6.01 Million
107,398 Added 344.45%
138,578 $7.46 Million
Q1 2023

Apr 25, 2023
BUY
$50.27 - $56.2 $1.57 Million - $1.75 Million
31,180 New
31,180 $1.65 Million

Others Institutions Holding AVEM

# of Institutions
527
Shares Held
121M
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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