Summit Financial Strategies, Inc. American Centy ETF Tr Avantis Transaction History

Summit Financial Strategies, Inc.

  • $679 Million
  • Q1 2024

A detailed history of Summit Financial Strategies, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 745,826 shares of AVEM stock, worth $46.6 Million. This represents 6.37% of its overall portfolio holdings.

Number of Shares
745,826
Previous 683,615 9.1%
Holding current value
$46.6 Million
Previous $38.5 Million 12.14%
% of portfolio
6.37%
Previous 6.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$53.02 - $58.54 $3.3 Million - $3.64 Million
62,211 Added 9.1%
745,826 $43.2 Million
Q4 2023

Feb 13, 2024
BUY
$51.0 - $56.39 $34.9 Million - $38.5 Million
683,615 New
683,615 $38.5 Million

Others Institutions Holding AVEM

# of Institutions
389
Shares Held
78.2M
Call Options Held
0
Put Options Held
10.4K
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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