Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 148,664 shares of AVEM stock, worth $8.93 Million. This represents 5.48% of its overall portfolio holdings.

Number of Shares
148,664
Previous 140,831 5.56%
Holding current value
$8.93 Million
Previous $9.1 Billion 3.93%
% of portfolio
5.48%
Previous 5.9%

Shares

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

Jan 22, 2025
BUY
$58.59 - $66.14 $458,935 - $518,074
7,833 Added 5.56%
148,664 $8.74 Billion
Q3 2024

Oct 28, 2024
SELL
$57.2 - $65.59 $361,218 - $414,200
-6,315 Reduced 4.29%
140,831 $9.1 Billion
Q2 2024

Jul 16, 2024
BUY
$56.42 - $62.42 $401,653 - $444,367
7,119 Added 5.08%
147,146 $8.99 Billion
Q1 2024

Apr 30, 2024
BUY
$53.02 - $58.54 $6.73 Million - $7.43 Million
126,992 Added 974.24%
140,027 $8.12 Billion
Q4 2023

Jan 05, 2024
BUY
$51.0 - $56.39 $664,785 - $735,043
13,035 New
13,035 $688 Million

Others Institutions Holding AVEM

# of Institutions
537
Shares Held
121M
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
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