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

Private Wealth Management Group, LLC

$301 Billion
Q2 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 29,865 shares of AVEM stock, worth $2.27 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

29,865

Previous 30,123 0.86%

Holding current value

$2.27 Million

Previous $1.81 Billion 12.93%

% of portfolio

0.68%

Previous 0.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$53.08 - $68.54 $13,694 - $17,683	-258 Reduced 0.86%	29,865 $2.05 Billion
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

623

Shares Held

156M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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