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

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 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 806,659 shares of AVEM stock, worth $48.6 Million. This represents 6.35% of its overall portfolio holdings.

Number of Shares
806,659
Previous 777,008 3.82%
Holding current value
$48.6 Million
Previous $47.5 Million 9.78%
% of portfolio
6.35%
Previous 6.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
467
Shares Held
99.3M
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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