Wealthsource Partners, LLC American Centy ETF Tr Avantis Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,985 shares of AVEM stock, worth $289,528. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,985
Previous 5,250 5.05%
Holding current value
$289,528
Previous $277,000 1.44%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$51.0 - $56.39 $13,515 - $14,943
-265 Reduced 5.05%
4,985 $281,000
Q3 2023

Nov 09, 2023
SELL
$52.44 - $57.3 $74,202 - $81,079
-1,415 Reduced 21.23%
5,250 $277,000
Q2 2023

Aug 14, 2023
BUY
$51.46 - $55.92 $1,543 - $1,677
30 Added 0.45%
6,665 $358,000
Q1 2023

May 15, 2023
SELL
$50.27 - $56.2 $392,307 - $438,584
-7,804 Reduced 54.05%
6,635 $350,000
Q4 2022

Feb 09, 2023
SELL
$44.87 - $52.64 $759,559 - $891,089
-16,928 Reduced 53.97%
14,439 $728,000
Q3 2022

Nov 14, 2022
BUY
$45.9 - $53.37 $1.44 Million - $1.67 Million
31,367 New
31,367 $1.44 Million

Others Institutions Holding AVEM

# of Institutions
550
Shares Held
123M
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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