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

Dopkins Wealth Management, LLC

  • $190 Million
  • Q1 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 97,431 shares of AVEM stock, worth $5.8 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
97,431
Previous 91,191 6.84%
Holding current value
$5.8 Million
Previous $5.36 Million 9.35%
% of portfolio
3.09%
Previous 2.84%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
554
Shares Held
123M
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
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