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

Perigon Wealth Management, LLC

$4.72 Billion
Q3 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 151,015 shares of AVES stock, worth $8.66 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

151,015

Previous 139,653 8.14%

Holding current value

$8.66 Million

Previous $7.48 Million 15.85%

% of portfolio

0.18%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

139

Shares Held

11M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVES
Sector ETFs
Industry ETFs

More about AVES

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