Avantax Planning Partners, Inc. American Centy ETF Tr Avantis Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

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 391,556 shares of AVEM stock, worth $23.4 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
391,556
Previous 372,525 5.11%
Holding current value
$23.4 Million
Previous $22.8 Million 11.15%
% of portfolio
0.91%
Previous 0.73%

Shares

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

# of Institutions
469
Shares Held
99.3M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email