Philip James Wealth Mangement, LLC American Centy ETF Tr Avantis Transaction History

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 49,430 shares of AVEM stock, worth $3.83 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
49,430
Previous 28,543 73.18%
Holding current value
$3.83 Million
Previous $1.96 Billion 89.78%
% of portfolio
0.43%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$68.33 - $75.41 $1.43 Million - $1.58 Million
20,887 Added 73.18%
49,430 $3.71 Billion
Q2 2025

Jul 18, 2025
BUY
$53.08 - $68.54 $31,476 - $40,644
593 Added 2.12%
28,543 $1.96 Billion
Q1 2025

Apr 24, 2025
BUY
$57.11 - $62.4 $5,025 - $5,491
88 Added 0.32%
27,950 $1.68 Billion
Q4 2024

Jan 31, 2025
BUY
$58.59 - $66.14 $1.63 Million - $1.84 Million
27,862 New
27,862 $1.64 Billion

Others Institutions Holding AVEM

# of Institutions
724
Shares Held
170M
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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