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

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025

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 859,984 shares of AVEM stock, worth $65.2 Million. This represents 6.0% of its overall portfolio holdings.

Number of Shares
859,984
Previous 868,539 0.98%
Holding current value
$65.2 Million
Previous $59.5 Million 8.51%
% of portfolio
6.0%
Previous 5.96%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$68.33 - $75.41 $584,563 - $645,132
-8,555 Reduced 0.98%
859,984 $64.6 Million
Q2 2025

Jul 17, 2025
BUY
$53.08 - $68.54 $69,057 - $89,170
1,301 Added 0.15%
868,539 $59.5 Million
Q1 2025

May 12, 2025
BUY
$57.11 - $62.4 $1.3 Million - $1.42 Million
22,754 Added 2.69%
867,238 $52.2 Million
Q4 2024

Jan 22, 2025
BUY
$58.59 - $66.14 $2.22 Million - $2.5 Million
37,825 Added 4.69%
844,484 $49.6 Million
Q3 2024

Oct 16, 2024
BUY
$57.2 - $65.59 $1.7 Million - $1.94 Million
29,651 Added 3.82%
806,659 $52.1 Million
Q2 2024

Jul 19, 2024
BUY
$56.42 - $62.42 $1.76 Million - $1.95 Million
31,182 Added 4.18%
777,008 $47.5 Million
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
654
Shares Held
159M
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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