A detailed history of Avantax Advisory Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 127,332 shares of AVEM stock, worth $7.62 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
127,332
Previous 80,246 58.68%
Holding current value
$7.62 Million
Previous $4.9 Million 67.79%
% of portfolio
0.06%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$57.2 - $65.59 $2.69 Million - $3.09 Million
47,086 Added 58.68%
127,332 $8.23 Million
Q2 2024

Aug 09, 2024

BUY
$56.42 - $62.42 $4.53 Million - $5.01 Million
80,246 New
80,246 $4.9 Million
Q2 2022

Aug 02, 2022

SELL
$51.44 - $61.32 $232,611 - $277,289
-4,522 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$54.87 - $65.28 $248,122 - $295,196
4,522 New
4,522 $267,000

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.