A detailed history of Wealth Enhancement Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 261,125 shares of AVEM stock, worth $15.9 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
261,125
Previous 263,022 0.72%
Holding current value
$15.9 Million
Previous $16.1 Million 4.98%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$57.2 - $65.59 $108,508 - $124,424
-1,897 Reduced 0.72%
261,125 $16.9 Million
Q2 2024

Jul 16, 2024

BUY
$56.42 - $62.42 $5.17 Million - $5.72 Million
91,649 Added 53.48%
263,022 $16.1 Million
Q1 2024

Apr 15, 2024

BUY
$53.02 - $58.54 $807,706 - $891,798
15,234 Added 9.76%
171,373 $9.93 Million
Q4 2023

Jan 30, 2024

BUY
$51.0 - $56.39 $449,616 - $497,134
8,816 Added 5.98%
156,139 $8.8 Million
Q3 2023

Nov 13, 2023

BUY
$52.44 - $57.3 $7.73 Million - $8.44 Million
147,323 New
147,323 $7.78 Million

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


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

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.