Wealth Plan Investment Management, LLC American Centy ETF Tr Avantis Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 112,783 shares of AVEM stock, worth $7.83 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
112,783
Previous 110,669 1.91%
Holding current value
$7.83 Million
Previous $6.51 Million 4.3%
% of portfolio
0.72%
Previous 0.69%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$57.11 - $62.4 $120,730 - $131,913
2,114 Added 1.91%
112,783 $6.79 Million
Q4 2024

Jan 30, 2025
BUY
$58.59 - $66.14 $531,235 - $599,691
9,067 Added 8.92%
110,669 $6.51 Million
Q3 2024

Nov 05, 2024
BUY
$57.2 - $65.59 $909,194 - $1.04 Million
15,895 Added 18.55%
101,602 $6.56 Million
Q2 2024

Aug 09, 2024
SELL
$56.42 - $62.42 $1,354 - $1,498
-24 Reduced 0.03%
85,707 $5.24 Million
Q1 2024

May 16, 2024
SELL
$53.02 - $58.54 $1.3 Million - $1.43 Million
-24,481 Reduced 22.21%
85,731 $4.97 Million
Q4 2023

Jan 05, 2024
BUY
$51.0 - $56.39 $197,982 - $218,905
3,882 Added 3.65%
110,212 $6.21 Million
Q3 2023

Nov 15, 2023
SELL
$52.44 - $57.3 $1.93 Million - $2.1 Million
-36,719 Reduced 25.67%
106,330 $5.61 Million
Q3 2023

Nov 09, 2023
BUY
$52.44 - $57.3 $3.6 Million - $3.93 Million
68,580 Added 92.09%
143,049 $7.55 Million
Q2 2023

Aug 14, 2023
BUY
$51.46 - $55.92 $3.21 Million - $3.48 Million
62,312 Added 512.56%
74,469 $4.01 Million
Q2 2023

Jul 25, 2023
SELL
$51.46 - $55.92 $4.82 Million - $5.23 Million
-93,568 Reduced 88.5%
12,157 $654,000
Q1 2023

May 08, 2023
SELL
$50.27 - $56.2 $8.6 Million - $9.61 Million
-171,009 Reduced 61.8%
105,725 $5.59 Million
Q4 2022

Feb 15, 2023
BUY
$44.87 - $52.64 $76,413 - $89,645
1,703 Added 0.62%
276,734 $14 Million
Q3 2022

Dec 12, 2022
BUY
$45.9 - $53.37 $6.35 Million - $7.39 Million
138,375 Added 101.26%
275,031 $14.2 Million
Q1 2022

Sep 07, 2022
BUY
$54.87 - $65.28 $7.5 Million - $8.92 Million
136,656 New
136,656 $7.64 Million

Others Institutions Holding AVEM

# of Institutions
587
Shares Held
128M
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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