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

Summit Wealth Partners, LLC

$524 Billion
Q2 2025

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 51,022 shares of AVUS stock, worth $5.29 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

51,022

Previous 96,696 47.23%

Holding current value

$5.29 Million

Previous $8.93 Billion 42.41%

% of portfolio

0.98%

Previous 1.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$81.38 - $100.82 $3.72 Million - $4.6 Million	-45,674 Reduced 47.23%	51,022 $5.14 Billion
Q1 2025 May 06, 2025	BUY	$90.7 - $101.57 $243,529 - $272,715	2,685 Added 2.86%	96,696 $8.93 Billion
Q4 2024 Jan 27, 2025	BUY	$94.36 - $102.06 $1.91 Million - $2.07 Million	20,270 Added 27.49%	94,011 $9.11 Billion
Q3 2024 Oct 28, 2024	BUY	$86.27 - $95.15 $1.67 Million - $1.84 Million	19,329 Added 35.52%	73,741 $7.02 Billion
Q2 2024 Sep 11, 2024	BUY	$84.59 - $90.63 $3.55 Million - $3.81 Million	42,023 Added 339.2%	54,412 $4.91 Billion
Q1 2024 Sep 11, 2024	BUY	$79.93 - $89.5 $990,252 - $1.11 Million	12,389 New	12,389 $1.11 Billion

Others Institutions Holding AVUS

# of Institutions

498

Shares Held

77.5M

Call Options Held

1.4K

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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