Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 2025

A detailed history of Lakeridge Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 73,358 shares of AVEM stock, worth $5.69 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
73,358
Previous 65,510 11.98%
Holding current value
$5.69 Million
Previous $4.92 Billion 14.83%
% of portfolio
2.57%
Previous 2.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$73.09 - $78.36 $573,610 - $614,969
7,848 Added 11.98%
73,358 $5.65 Billion
Q3 2025

Oct 17, 2025
BUY
$68.33 - $75.41 $406,153 - $448,237
5,944 Added 9.98%
65,510 $4.92 Billion
Q2 2025

Aug 07, 2025
BUY
$53.08 - $68.54 $2.32 Million - $2.99 Million
43,627 Added 273.71%
59,566 $4.08 Billion
Q1 2025

Apr 16, 2025
BUY
$57.11 - $62.4 $29,868 - $32,635
523 Added 3.39%
15,939 $959 Million
Q4 2024

Jan 30, 2025
BUY
$58.59 - $66.14 $289,610 - $326,930
4,943 Added 47.2%
15,416 $906 Million
Q3 2024

Oct 07, 2024
BUY
$57.2 - $65.59 $154,268 - $176,896
2,697 Added 34.68%
10,473 $677 Million
Q2 2024

Aug 01, 2024
BUY
$56.42 - $62.42 $70,637 - $78,149
1,252 Added 19.19%
7,776 $475 Million
Q1 2024

Apr 29, 2024
BUY
$53.02 - $58.54 $3,605 - $3,980
68 Added 1.05%
6,524 $378 Million
Q4 2023

Feb 14, 2024
BUY
$51.0 - $56.39 $329,256 - $364,053
6,456 New
6,456 $364 Million

Others Institutions Holding AVEM

# of Institutions
735
Shares Held
171M
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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