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

Morton Brown Family Wealth, LLC

  • $294 Million
  • Q1 2025

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 9,398 shares of AVRE stock, worth $411,726. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,398
Previous 9,383 0.16%
Holding current value
$411,726
Previous $393,000 2.8%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Apr 25, 2025
BUY
$40.62 - $44.31 $609 - $664
15 Added 0.16%
9,398 $404,000
Q4 2024

Jan 31, 2025
BUY
$41.03 - $46.91 $71,556 - $81,811
1,744 Added 22.83%
9,383 $393,000
Q3 2024

Oct 24, 2024
BUY
$40.95 - $48.28 $13,595 - $16,028
332 Added 4.54%
7,639 $360,000
Q2 2024

Jul 30, 2024
BUY
$38.89 - $42.05 $109,397 - $118,286
2,813 Added 62.59%
7,307 $301,000
Q1 2024

Apr 23, 2024
SELL
$40.52 - $43.42 $109,201 - $117,016
-2,695 Reduced 37.49%
4,494 $190,000
Q4 2023

Jan 26, 2024
BUY
$35.51 - $43.68 $167,962 - $206,606
4,730 Added 192.35%
7,189 $311,000
Q3 2023

Oct 18, 2023
BUY
$37.14 - $42.66 $91,327 - $104,900
2,459 New
2,459 $92,000

Others Institutions Holding AVRE

# of Institutions
142
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, 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 Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email