Steward Partners Investment Advisory, LLC American Centy ETF Tr Avantis Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,082 shares of AVEM stock, worth $123,067. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,082
Previous 1,720 21.05%
Holding current value
$123,067
Previous $105,000 27.62%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$57.2 - $65.59 $20,706 - $23,743
362 Added 21.05%
2,082 $134,000
Q2 2024

Aug 08, 2024
BUY
$56.42 - $62.42 $8,463 - $9,363
150 Added 9.55%
1,720 $105,000
Q1 2024

May 15, 2024
SELL
$53.02 - $58.54 $4,559 - $5,034
-86 Reduced 5.19%
1,570 $90,000
Q4 2023

Feb 12, 2024
BUY
$51.0 - $56.39 $27,081 - $29,943
531 Added 47.2%
1,656 $93,000
Q3 2023

Nov 13, 2023
BUY
$52.44 - $57.3 $30,677 - $33,520
585 Added 108.33%
1,125 $59,000
Q1 2023

May 15, 2023
BUY
$50.27 - $56.2 $27,145 - $30,348
540 New
540 $28,000

Others Institutions Holding AVEM

# of Institutions
469
Shares Held
99.4M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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