Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History

Seaside Wealth Management, Inc.

$280 Million
Q1 2025

A detailed history of Seaside Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 221,387 shares of AVRE stock, worth $9.79 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares

221,387

Previous 209,508 5.67%

Holding current value

$9.79 Million

Previous $8.78 Million 8.41%

% of portfolio

3.41%

Previous 3.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$40.62 - $44.31 $482,524 - $526,358	11,879 Added 5.67%	221,387 $9.52 Million
Q4 2024 Jan 14, 2025	BUY	$41.03 - $46.91 $679,128 - $776,454	16,552 Added 8.58%	209,508 $8.78 Million
Q3 2024 Oct 25, 2024	BUY	$40.95 - $48.28 $299,590 - $353,216	7,316 Added 3.94%	192,956 $9.1 Million
Q2 2024 Aug 07, 2024	BUY	$38.89 - $42.05 $284,713 - $307,848	7,321 Added 4.11%	185,640 $7.65 Million
Q1 2024 Apr 17, 2024	BUY	$40.52 - $43.42 $183,798 - $196,953	4,536 Added 2.61%	178,319 $7.54 Million
Q4 2023 Jan 23, 2024	BUY	$35.51 - $43.68 $284,754 - $350,269	8,019 Added 4.84%	173,783 $7.53 Million
Q3 2023 Oct 13, 2023	BUY	$37.14 - $42.66 $442,968 - $508,805	11,927 Added 7.75%	165,764 $6.23 Million
Q2 2023 Jul 17, 2023	BUY	$39.41 - $41.99 $6.06 Million - $6.46 Million	153,837 New	153,837 $6.3 Million

Others Institutions Holding AVRE

# of Institutions

142

Shares Held

11.8M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History