A detailed history of Rialto Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 19,558 shares of AVEM stock, worth $1.48 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
19,558
Previous 12,054 62.25%
Holding current value
$1.48 Million
Previous $727,000 84.32%
% of portfolio
0.39%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$53.08 - $68.54 $398,312 - $514,324
7,504 Added 62.25%
19,558 $1.34 Million
Q1 2025

Apr 10, 2025

BUY
$57.11 - $62.4 $33,637 - $36,753
589 Added 5.14%
12,054 $727,000
Q4 2024

Feb 07, 2025

BUY
$58.59 - $66.14 $671,734 - $758,295
11,465 New
11,465 $674 Million

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Rialto Wealth Management, LLC Portfolio

Follow Rialto Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Rialto Wealth Management, LLC with notifications on news.