Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Trace Wealth Advisors, LLC

  • $134 Billion
  • Q3 2025

A detailed history of Trace Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 81,971 shares of AVEM stock, worth $6.28 Million. This represents 4.6% of its overall portfolio holdings.

Number of Shares
81,971
Previous 80,611 1.69%
Holding current value
$6.28 Million
Previous $5.53 Billion 11.43%
% of portfolio
4.6%
Previous 4.51%

Shares

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

Nov 05, 2025
BUY
$68.33 - $75.41 $92,928 - $102,557
1,360 Added 1.69%
81,971 $6.16 Billion
Q2 2025

Aug 14, 2025
BUY
$53.08 - $68.54 $1.93 Million - $2.49 Million
36,305 Added 81.94%
80,611 $5.53 Billion
Q1 2025

May 15, 2025
BUY
$57.11 - $62.4 $135,065 - $147,576
2,365 Added 5.64%
44,306 $2.67 Billion
Q4 2024

Feb 14, 2025
BUY
$58.59 - $66.14 $2.46 Million - $2.77 Million
41,941 New
41,941 $2.47 Billion

Others Institutions Holding AVEM

# of Institutions
698
Shares Held
158M
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
Track This Portfolio

Track Trace Wealth Advisors, LLC Portfolio

Follow Trace Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trace Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trace Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email