Summit Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 40,909 shares of AVEM stock, worth $2.43 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
40,909
Previous 33,292 22.88%
Holding current value
$2.43 Million
Previous $2.03 Billion 29.94%
% of portfolio
0.51%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$57.2 - $65.59 $435,692 - $499,599
7,617 Added 22.88%
40,909 $2.64 Billion
Q2 2024

Sep 11, 2024
BUY
$56.42 - $62.42 $837,837 - $926,937
14,850 Added 80.52%
33,292 $2.03 Billion
Q1 2024

Sep 11, 2024
BUY
$53.02 - $58.54 $737,190 - $813,940
13,904 Added 306.39%
18,442 $1.07 Billion
Q4 2023

Sep 11, 2024
BUY
$51.0 - $56.39 $231,438 - $255,897
4,538 New
4,538 $256 Million

Others Institutions Holding AVEM

# of Institutions
474
Shares Held
100M
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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