Berger Financial Group, Inc American Centy ETF Tr Avantis Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Berger Financial Group, Inc holds 200,919 shares of AVEM stock, worth $15.6 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

200,919

Previous 196,322 2.34%

Holding current value

$15.6 Million

Previous $13.5 Million 12.16%

% of portfolio

1.11%

Previous 1.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$68.33 - $75.41 $314,113 - $346,659	4,597 Added 2.34%	200,919 $15.1 Million
Q2 2025 Jul 22, 2025	BUY	$53.08 - $68.54 $192,468 - $248,526	3,626 Added 1.88%	196,322 $13.5 Million
Q1 2025 May 12, 2025	SELL	$57.11 - $62.4 $278,354 - $304,137	-4,874 Reduced 2.47%	192,696 $11.6 Million
Q4 2024 Feb 14, 2025	SELL	$58.59 - $66.14 $159,716 - $180,297	-2,726 Reduced 1.36%	197,570 $11.6 Million
Q3 2024 Nov 12, 2024	SELL	$57.2 - $65.59 $401,772 - $460,704	-7,024 Reduced 3.39%	200,296 $12.9 Million

Q2 2024 Aug 14, 2024	SELL	$56.42 - $62.42 $135,182 - $149,558	-2,396 Reduced 1.14%	207,320 $12.7 Million
Q1 2024 Apr 16, 2024	BUY	$53.02 - $58.54 $11.1 Million - $12.3 Million	209,716 New	209,716 $12.2 Million

Others Institutions Holding AVEM

# of Institutions

724

Shares Held

170M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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Berger Financial Group, Inc American Centy ETF Tr Avantis Transaction History