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 147,146 shares of AVEM stock, worth $9.64 Million. This represents 6.17% of its overall portfolio holdings.

Number of Shares
147,146
Previous 140,027 5.08%
Holding current value
$9.64 Million
Previous $8.12 Billion 10.76%
% of portfolio
6.17%
Previous 5.75%

Shares

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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued 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 Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.