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

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 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 1,667 shares of AVEM stock, worth $102,653. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,667

Previous 2,082 19.93%

Holding current value

$102,653

Previous $134,000 26.87%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$58.59 - $66.14 $24,314 - $27,448	-415 Reduced 19.93%	1,667 $98,000
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

527

Shares Held

121M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

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