Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History

Private Wealth Management Group, LLC

$271 Billion
Q1 2025

A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 30,123 shares of AVEM stock, worth $1.96 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

30,123

Previous 30,010 0.38%

Holding current value

$1.96 Million

Previous $1.76 Billion 2.73%

% of portfolio

0.67%

Previous 0.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$57.11 - $62.4 $6,453 - $7,051	113 Added 0.38%	30,123 $1.81 Billion
Q4 2024 Jan 27, 2025	SELL	$58.59 - $66.14 $7,909 - $8,928	-135 Reduced 0.45%	30,010 $1.76 Billion
Q3 2024 Oct 29, 2024	SELL	$57.2 - $65.59 $56,056 - $64,278	-980 Reduced 3.15%	30,145 $1.95 Billion
Q2 2024 Aug 13, 2024	SELL	$56.42 - $62.42 $64,431 - $71,283	-1,142 Reduced 3.54%	31,125 $1.9 Billion
Q1 2024 Apr 30, 2024	SELL	$53.02 - $58.54 $76,189 - $84,121	-1,437 Reduced 4.26%	32,267 $1.87 Billion
Q4 2023 Feb 08, 2024	BUY	$51.0 - $56.39 $1.72 Million - $1.9 Million	33,704 New	33,704 $1.9 Billion

Others Institutions Holding AVEM

# of Institutions

590

Shares Held

128M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Account

Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History