Truepoint, Inc. American Centy ETF Tr Avantis Transaction History

Truepoint, Inc.

$3.59 Billion
Q1 2025

A detailed history of Truepoint, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Truepoint, Inc. holds 400,400 shares of AVEM stock, worth $28.2 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

400,400

Previous 394,179 1.58%

Holding current value

$28.2 Million

Previous $23.2 Million 3.97%

% of portfolio

0.67%

Previous 0.63%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$57.11 - $62.4 $355,281 - $388,190	6,221 Added 1.58%	400,400 $24.1 Million
Q4 2024 Feb 11, 2025	BUY	$58.59 - $66.14 $326,404 - $368,465	5,571 Added 1.43%	394,179 $23.2 Million
Q3 2024 Nov 12, 2024	SELL	$57.2 - $65.59 $358,815 - $411,446	-6,273 Reduced 1.59%	388,608 $25.1 Million
Q2 2024 Aug 05, 2024	SELL	$56.42 - $62.42 $750,160 - $829,936	-13,296 Reduced 3.26%	394,881 $24.1 Million
Q1 2024 May 09, 2024	SELL	$53.02 - $58.54 $3.64 Million - $4.02 Million	-68,647 Reduced 14.4%	408,177 $23.7 Million
Q4 2023 Feb 12, 2024	BUY	$51.0 - $56.39 $1.6 Million - $1.77 Million	31,428 Added 7.06%	476,824 $26.9 Million
Q3 2023 Nov 09, 2023	SELL	$52.44 - $57.3 $464,408 - $507,448	-8,856 Reduced 1.95%	445,396 $23.5 Million
Q2 2023 Aug 08, 2023	SELL	$51.46 - $55.92 $642,581 - $698,273	-12,487 Reduced 2.68%	454,252 $24.4 Million
Q1 2023 May 08, 2023	SELL	$50.27 - $56.2 $525,472 - $587,458	-10,453 Reduced 2.19%	466,739 $24.7 Million
Q4 2022 Feb 13, 2023	SELL	$44.87 - $52.64 $3.04 Million - $3.57 Million	-67,740 Reduced 12.43%	477,192 $24.1 Million
Q3 2022 Nov 14, 2022	BUY	$45.9 - $53.37 $10.8 Million - $12.6 Million	235,419 Added 76.06%	544,932 $25 Million
Q2 2022 Aug 08, 2022	SELL	$51.44 - $61.32 $5.84 Million - $6.96 Million	-113,509 Reduced 26.83%	309,513 $16.1 Million
Q1 2022 May 11, 2022	BUY	$54.87 - $65.28 $19.3 Million - $23 Million	351,593 Added 492.23%	423,022 $25.1 Million
Q4 2021 Feb 02, 2022	BUY	$60.96 - $66.61 $1.63 Million - $1.78 Million	26,662 Added 59.56%	71,429 $4.52 Million
Q3 2021 Oct 28, 2021	BUY	$63.1 - $69.23 $274,295 - $300,942	4,347 Added 10.75%	44,767 $2.89 Million
Q2 2021 Aug 04, 2021	BUY	$65.38 - $70.46 $16,737 - $18,037	256 Added 0.64%	40,420 $2.81 Million
Q1 2021 Apr 30, 2021	SELL	$62.28 - $69.33 $373 - $415	-6 Reduced 0.01%	40,164 $2.64 Million
Q4 2020 Feb 02, 2021	BUY	$51.7 - $61.88 $21,662 - $25,927	419 Added 1.05%	40,170 $2.48 Million
Q3 2020 Nov 09, 2020	BUY	$47.79 - $53.56 $4,779 - $5,356	100 Added 0.25%	39,751 $2.06 Million
Q2 2020 Aug 07, 2020	BUY	$38.1 - $48.96 $136,359 - $175,227	3,579 Added 9.92%	39,651 $1.88 Million
Q1 2020 May 13, 2020	BUY	$35.96 - $56.23 $1.3 Million - $2.03 Million	36,072 New	36,072 $1.43 Million

Others Institutions Holding AVEM

# of Institutions

602

Shares Held

130M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truepoint, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Truepoint, Inc. with notifications on news.

Account