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 389,572 shares of AVEM stock, worth $23.4 Million. This represents 8.95% of its overall portfolio holdings.

Number of Shares
389,572
Previous 370,157 5.25%
Holding current value
$23.4 Million
Previous $22.6 Million 11.29%
% of portfolio
8.95%
Previous 8.69%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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