A detailed history of Avantax Planning Partners, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 453,876 shares of AVEM stock, worth $26.9 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
453,876
Previous 391,556 15.92%
Holding current value
$26.9 Million
Previous $25.3 Million 5.49%
% of portfolio
0.97%
Previous 0.91%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$58.59 - $66.14 $3.65 Million - $4.12 Million
62,320 Added 15.92%
453,876 $26.7 Million
Q3 2024

Nov 13, 2024

BUY
$57.2 - $65.59 $1.09 Million - $1.25 Million
19,031 Added 5.11%
391,556 $25.3 Million
Q2 2024

Aug 09, 2024

BUY
$56.42 - $62.42 $21 Million - $23.3 Million
372,525 New
372,525 $22.8 Million

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


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

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, 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 Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.