U.S. Capital Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 11,994 shares of AVEM stock, worth $716,161. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,994
Previous 11,431 4.93%
Holding current value
$716,161
Previous $738,000 4.47%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$58.59 - $66.14 $32,986 - $37,236
563 Added 4.93%
11,994 $705,000
Q3 2024

Oct 22, 2024
BUY
$57.2 - $65.59 $64,807 - $74,313
1,133 Added 11.0%
11,431 $738,000
Q2 2024

Jul 11, 2024
BUY
$56.42 - $62.42 $581,013 - $642,801
10,298 New
10,298 $629,000

Others Institutions Holding AVEM

# of Institutions
492
Shares Held
107M
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 U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital 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 U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email