Destiny Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Destiny Wealth Partners, LLC

$573 Million
Q4 2024

A detailed history of Destiny Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 161,940 shares of AVEM stock, worth $9.77 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

161,940

Previous 158,556 2.13%

Holding current value

$9.77 Million

Previous $10.2 Million 7.05%

% of portfolio

1.66%

Previous 1.94%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$58.59 - $66.14 $198,268 - $223,817	3,384 Added 2.13%	161,940 $9.52 Million
Q3 2024 Oct 15, 2024	BUY	$57.2 - $65.59 $11,668 - $13,380	204 Added 0.13%	158,556 $10.2 Million
Q2 2024 Jul 25, 2024	SELL	$56.42 - $62.42 $710,440 - $785,992	-12,592 Reduced 7.37%	158,352 $9.67 Million
Q1 2024 Apr 09, 2024	SELL	$53.02 - $58.54 $975,355 - $1.08 Million	-18,396 Reduced 9.72%	170,944 $9.91 Million
Q4 2023 Jan 19, 2024	SELL	$51.0 - $56.39 $750,516 - $829,835	-14,716 Reduced 7.21%	189,340 $10.7 Million
Q3 2023 Oct 10, 2023	SELL	$52.44 - $57.3 $285,850 - $312,342	-5,451 Reduced 2.6%	204,056 $10.8 Million
Q2 2023 Jul 26, 2023	BUY	$51.46 - $55.92 $10.8 Million - $11.7 Million	209,507 New	209,507 $11.3 Million

Others Institutions Holding AVEM

# of Institutions

541

Shares Held

122M

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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Destiny Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History