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

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 153,651 shares of AVES stock, worth $9.04 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
153,651
Previous 151,015 1.75%
Holding current value
$9.04 Million
Previous $8.66 Million 4.39%
% of portfolio
0.17%
Previous 0.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$55.32 - $58.99 $145,823 - $155,497
2,636 Added 1.75%
153,651 $9.04 Million
Q3 2025

Oct 17, 2025
BUY
$53.51 - $57.96 $607,980 - $658,541
11,362 Added 8.14%
151,015 $8.66 Million
Q2 2025

Jul 15, 2025
BUY
$42.02 - $53.63 $494,365 - $630,956
11,765 Added 9.2%
139,653 $7.48 Million
Q1 2025

Apr 23, 2025
SELL
$44.71 - $48.65 $536,832 - $584,140
-12,007 Reduced 8.58%
127,888 $6.03 Million
Q4 2024

Jan 22, 2025
BUY
$46.2 - $53.09 $179,209 - $205,936
3,879 Added 2.85%
139,895 $6.46 Million
Q3 2024

Oct 16, 2024
BUY
$46.0 - $52.55 $446,522 - $510,102
9,707 Added 7.69%
136,016 $7.09 Million
Q2 2024

Aug 02, 2024
BUY
$46.2 - $50.62 $1.17 Million - $1.28 Million
25,314 Added 25.06%
126,309 $6.16 Million
Q1 2024

Apr 29, 2024
BUY
$43.35 - $47.78 $4.38 Million - $4.83 Million
100,995 New
100,995 $4.79 Million

Others Institutions Holding AVES

# of Institutions
148
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVES Quotes by TradingView
  • Ticker AVES
  • Sector ETFs
  • Industry ETFs
More about AVES
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