Accurate Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025

A detailed history of Accurate Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,395 shares of AVEM stock, worth $418,544. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,395
Previous 4,668 15.57%
Holding current value
$418,544
Previous $350,000 19.43%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Jan 13, 2026
BUY
$73.09 - $78.36 $53,136 - $56,967
727 Added 15.57%
5,395 $418,000
Q3 2025

Oct 20, 2025
BUY
$68.33 - $75.41 $318,964 - $352,013
4,668 New
4,668 $350,000

Others Institutions Holding AVEM

# of Institutions
750
Shares Held
172M
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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