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

Northwest Wealth Management, LLC

  • $422 Million
  • Q3 2024

A detailed history of Northwest Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 150,269 shares of AVEM stock, worth $8.9 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares
150,269
Previous 147,192 2.09%
Holding current value
$8.9 Million
Previous $8.99 Million 7.96%
% of portfolio
2.3%
Previous 2.36%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$57.2 - $65.59 $176,004 - $201,820
3,077 Added 2.09%
150,269 $9.71 Million
Q2 2024

Aug 05, 2024
SELL
$56.42 - $62.42 $197,075 - $218,033
-3,493 Reduced 2.32%
147,192 $8.99 Million
Q1 2024

May 13, 2024
SELL
$53.02 - $58.54 $119,719 - $132,183
-2,258 Reduced 1.48%
150,685 $8.73 Million
Q4 2023

Feb 14, 2024
BUY
$51.0 - $56.39 $985,932 - $1.09 Million
19,332 Added 14.47%
152,943 $8.62 Million
Q3 2023

Nov 01, 2023
BUY
$52.44 - $57.3 $650,885 - $711,207
12,412 Added 10.24%
133,611 $7.05 Million
Q2 2023

Aug 07, 2023
BUY
$51.46 - $55.92 $209,236 - $227,370
4,066 Added 3.47%
121,199 $6.52 Million
Q1 2023

May 10, 2023
BUY
$50.27 - $56.2 $284,025 - $317,530
5,650 Added 5.07%
117,133 $6.2 Million
Q4 2022

Feb 07, 2023
BUY
$44.87 - $52.64 $2.13 Million - $2.5 Million
47,417 Added 74.01%
111,483 $5.62 Million
Q3 2022

Oct 27, 2022
BUY
$45.9 - $53.37 $317,490 - $369,160
6,917 Added 12.1%
64,066 $2.94 Million
Q2 2022

Jul 26, 2022
BUY
$51.44 - $61.32 $447,939 - $533,974
8,708 Added 17.98%
57,149 $2.97 Million
Q1 2022

Apr 29, 2022
BUY
$54.87 - $65.28 $611,087 - $727,023
11,137 Added 29.85%
48,441 $2.87 Million
Q4 2021

Jan 24, 2022
BUY
$60.96 - $66.61 $611,794 - $668,497
10,036 Added 36.81%
37,304 $2.36 Million
Q3 2021

Oct 20, 2021
BUY
$63.1 - $69.23 $529,787 - $581,255
8,396 Added 44.49%
27,268 $1.76 Million
Q2 2021

Aug 02, 2021
BUY
$65.38 - $70.46 $355,274 - $382,879
5,434 Added 40.44%
18,872 $1.31 Million
Q1 2021

May 10, 2021
BUY
$62.28 - $69.33 $346,712 - $385,960
5,567 Added 70.73%
13,438 $883,000
Q4 2020

Jan 28, 2021
BUY
$51.7 - $61.88 $406,930 - $487,057
7,871 New
7,871 $486,000

Others Institutions Holding AVEM

# of Institutions
487
Shares Held
106M
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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