Wealth Management Partners, LLC American Centy ETF Tr Avantis Transaction History

Wealth Management Partners, LLC

  • $213 Million
  • Q3 2024

A detailed history of Wealth Management Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Management Partners, LLC holds 99,098 shares of AVEM stock, worth $5.97 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
99,098
Previous 93,118 6.42%
Holding current value
$5.97 Million
Previous $5.69 Million 12.54%
% of portfolio
3.01%
Previous 2.8%

Shares

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

Oct 21, 2024
BUY
$57.2 - $65.59 $342,056 - $392,228
5,980 Added 6.42%
99,098 $6.4 Million
Q2 2024

Jul 12, 2024
BUY
$56.42 - $62.42 $25,445 - $28,151
451 Added 0.49%
93,118 $5.69 Million
Q1 2024

Apr 12, 2024
BUY
$53.02 - $58.54 $96,337 - $106,367
1,817 Added 2.0%
92,667 $5.37 Million
Q4 2023

Jan 10, 2024
SELL
$51.0 - $56.39 $19,941 - $22,048
-391 Reduced 0.43%
90,850 $5.12 Million
Q3 2023

Oct 24, 2023
BUY
$52.44 - $57.3 $4.78 Million - $5.23 Million
91,241 New
91,241 $4.82 Million

Others Institutions Holding AVEM

# of Institutions
467
Shares Held
99.3M
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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