Ep Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,145 shares of AVUS stock, worth $233,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,145
Previous 2,145 -0.0%
Holding current value
$233,998
Previous $198,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$94.36 - $102.06 $202,402 - $218,918
2,145 New
2,145 $207,000
Q4 2023

Feb 28, 2024
BUY
$69.78 - $82.0 $644,488 - $757,352
9,236 New
9,236 $753,000

Others Institutions Holding AVUS

# of Institutions
529
Shares Held
80.7M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC 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 Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email