A detailed history of Holos Integrated Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 28,042 shares of AVEM stock, worth $2.18 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
28,042
Previous 29,811 5.93%
Holding current value
$2.18 Million
Previous $2.18 Billion 1.52%
% of portfolio
1.23%
Previous 1.28%

Shares

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

Jan 05, 2026

SELL
$73.09 - $78.36 $129,296 - $138,618
-1,769 Reduced 5.93%
28,042 $2.21 Billion
Q3 2025

Jan 05, 2026

BUY
$68.33 - $75.41 $17,834 - $19,682
261 Added 0.88%
29,811 $2.18 Billion
Q2 2025

Aug 13, 2025

BUY
$53.08 - $68.54 $26,646 - $34,407
502 Added 1.73%
29,550 $2.08 Billion
Q1 2025

Aug 08, 2025

BUY
$57.11 - $62.4 $1.66 Million - $1.81 Million
29,048 New
29,048 $1.75 Billion

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


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