A detailed history of Caliber Wealth Management, LLC / Ks transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 213,173 shares of AVEM stock, worth $16.5 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
213,173
Previous 201,730 5.67%
Holding current value
$16.5 Million
Previous $13.8 Billion 15.8%
% of portfolio
1.78%
Previous 1.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$68.33 - $75.41 $781,900 - $862,916
11,443 Added 5.67%
213,173 $16 Billion
Q2 2025

Jul 30, 2025

BUY
$53.08 - $68.54 $1.35 Million - $1.75 Million
25,474 Added 14.45%
201,730 $13.8 Billion
Q1 2025

May 06, 2025

BUY
$57.11 - $62.4 $10.1 Million - $11 Million
176,256 New
176,256 $10.6 Billion

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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