Soundmark Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Soundmark Wealth Management, LLC

$0
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	BUY	$53.02 - $58.54 $71,895 - $79,380	1,356 Added 4.35%	32,510 $1.88 Million
Q4 2023 Jan 09, 2024	BUY	$51.0 - $56.39 $49,062 - $54,247	962 Added 3.19%	31,154 $1.76 Million
Q3 2023 Oct 10, 2023	SELL	$52.44 - $57.3 $173,419 - $189,491	-3,307 Reduced 9.87%	30,192 $1.59 Million
Q2 2023 Jul 13, 2023	SELL	$51.46 - $55.92 $12,093 - $13,141	-235 Reduced 0.7%	33,499 $1.8 Million
Q1 2023 Apr 10, 2023	SELL	$50.27 - $56.2 $57,860 - $64,686	-1,151 Reduced 3.3%	33,734 $1.78 Million
Q4 2022 Jan 12, 2023	SELL	$44.87 - $52.64 $282,411 - $331,316	-6,294 Reduced 15.28%	34,885 $0
Q3 2022 Oct 12, 2022	SELL	$45.9 - $53.37 $266,128 - $309,439	-5,798 Reduced 12.34%	41,179 $1.89 Million
Q2 2022 Jul 11, 2022	SELL	$51.44 - $61.32 $588,319 - $701,316	-11,437 Reduced 19.58%	46,977 $2.44 Million
Q1 2022 Apr 11, 2022	BUY	$54.87 - $65.28 $190,398 - $226,521	3,470 Added 6.32%	58,414 $3.46 Million
Q4 2021 Jan 18, 2022	SELL	$60.96 - $66.61 $6.27 Million - $6.85 Million	-102,821 Reduced 65.17%	54,944 $3.48 Million
Q3 2021 Oct 13, 2021	BUY	$63.1 - $69.23 $712,777 - $782,022	11,296 Added 7.71%	157,765 $10.2 Million
Q2 2021 Jul 13, 2021	BUY	$65.38 - $70.46 $253,347 - $273,032	3,875 Added 2.72%	146,469 $10.2 Million
Q1 2021 Apr 14, 2021	BUY	$62.28 - $69.33 $1.15 Million - $1.29 Million	18,539 Added 14.94%	142,594 $9.37 Million
Q4 2020 Jan 27, 2021	BUY	$51.7 - $61.88 $6.41 Million - $7.68 Million	124,055 New	124,055 $7.66 Million

Others Institutions Holding AVEM

# of Institutions

467

Shares Held

99.3M

Call Options Held

0

Put Options Held

0

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
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