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 1,720 shares of AVEM stock, worth $107,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,720
Previous 1,570 9.55%
Holding current value
$107,930
Previous $90,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN CENTY ETF TR AVANTIS


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

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.