Dopkins Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Dopkins Wealth Management, LLC

$230 Million
Q4 2025

A detailed history of Dopkins Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 89,596 shares of AVEM stock, worth $6.95 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares

89,596

Previous 92,438 3.07%

Holding current value

$6.95 Million

Previous $6.94 Million 0.1%

% of portfolio

3.02%

Previous 3.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 09, 2026	SELL	$73.09 - $78.36 $207,721 - $222,699	-2,842 Reduced 3.07%	89,596 $6.95 Million
Q3 2025 Oct 14, 2025	SELL	$68.33 - $75.41 $315,069 - $347,715	-4,611 Reduced 4.75%	92,438 $6.94 Million
Q2 2025 Jul 17, 2025	SELL	$53.08 - $68.54 $20,276 - $26,182	-382 Reduced 0.39%	97,049 $6.65 Million
Q1 2025 Apr 22, 2025	BUY	$57.11 - $62.4 $356,366 - $389,376	6,240 Added 6.84%	97,431 $5.86 Million
Q4 2024 Feb 10, 2025	BUY	$58.59 - $66.14 $2.55 Million - $2.88 Million	43,471 Added 91.1%	91,191 $5.36 Million

Q3 2024 Nov 06, 2024	SELL	$57.2 - $65.59 $1.54 Million - $1.77 Million	-26,932 Reduced 36.08%	47,720 $3.08 Million
Q2 2024 Jul 30, 2024	SELL	$56.42 - $62.42 $338 - $374	-6 Reduced 0.01%	74,652 $4.56 Million
Q1 2024 May 03, 2024	BUY	$53.02 - $58.54 $249,140 - $275,079	4,699 Added 6.72%	74,658 $4.33 Million
Q4 2023 Jan 25, 2024	BUY	$51.0 - $56.39 $118,983 - $131,557	2,333 Added 3.45%	69,959 $3.94 Million
Q3 2023 Nov 13, 2023	BUY	$52.44 - $57.3 $149,873 - $163,763	2,858 Added 4.41%	67,626 $3.57 Million
Q2 2023 Aug 07, 2023	BUY	$51.46 - $55.92 $273,664 - $297,382	5,318 Added 8.95%	64,768 $3.49 Million
Q1 2023 May 05, 2023	SELL	$50.27 - $56.2 $716,649 - $801,187	-14,256 Reduced 19.34%	59,450 $3.14 Million
Q4 2022 Feb 07, 2023	BUY	$44.87 - $52.64 $2.73 Million - $3.21 Million	60,917 Added 476.32%	73,706 $3.72 Million
Q3 2022 Nov 01, 2022	BUY	$45.9 - $53.37 $587,015 - $682,548	12,789 New	12,789 $587,000

Others Institutions Holding AVEM

# of Institutions

742

Shares Held

171M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
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Dopkins Wealth Management, LLC American Centy ETF Tr Avantis Transaction History