Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Valued Wealth Advisors LLC

$167 Billion
Q1 2025

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 76,378 shares of AVRE stock, worth $3.31 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

76,378

Previous 70,073 9.0%

Holding current value

$3.31 Million

Previous $2.94 Billion 11.83%

% of portfolio

1.97%

Previous 1.84%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$40.62 - $44.31 $256,109 - $279,374	6,305 Added 9.0%	76,378 $3.29 Billion
Q4 2024 Jan 22, 2025	BUY	$41.03 - $46.91 $100,359 - $114,741	2,446 Added 3.62%	70,073 $2.94 Billion
Q3 2024 Oct 28, 2024	BUY	$40.95 - $48.28 $65,520 - $77,248	1,600 Added 2.42%	67,627 $3.19 Billion
Q2 2024 Jul 16, 2024	BUY	$38.89 - $42.05 $84,702 - $91,584	2,178 Added 3.41%	66,027 $2.72 Billion
Q1 2024 Apr 30, 2024	BUY	$40.52 - $43.42 $558,608 - $598,588	13,786 Added 27.54%	63,849 $2.7 Billion
Q4 2023 Jan 05, 2024	BUY	$35.51 - $43.68 $1.78 Million - $2.19 Million	50,063 New	50,063 $1.88 Billion

Others Institutions Holding AVRE

# of Institutions

136

Shares Held

10.4M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History