Valmark Advisers, Inc. American Centy ETF Tr Avantis Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valmark Advisers, Inc. holds 21,588 shares of AVEM stock, worth $1.29 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,588

Previous 20,473 5.45%

Holding current value

$1.29 Million

Previous $1.32 Million 4.01%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$58.59 - $66.14 $65,327 - $73,746	1,115 Added 5.45%	21,588 $1.27 Million
Q3 2024 Oct 25, 2024	SELL	$57.2 - $65.59 $60,346 - $69,197	-1,055 Reduced 4.9%	20,473 $1.32 Million
Q2 2024 Jul 31, 2024	BUY	$56.42 - $62.42 $4,908 - $5,430	87 Added 0.41%	21,528 $1.32 Million
Q1 2024 May 03, 2024	BUY	$53.02 - $58.54 $66,858 - $73,818	1,261 Added 6.25%	21,441 $1.24 Million
Q4 2023 Feb 02, 2024	BUY	$51.0 - $56.39 $3,876 - $4,285	76 Added 0.38%	20,180 $1.14 Million
Q3 2023 Nov 07, 2023	BUY	$52.44 - $57.3 $1.05 Million - $1.15 Million	20,104 New	20,104 $1.06 Million

Others Institutions Holding AVEM

# of Institutions

487

Shares Held

106M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. American Centy ETF Tr Avantis Transaction History