Htg Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Htg Investment Advisors, Inc.

$219 Billion
Q4 2024

A detailed history of Htg Investment Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 53,009 shares of AVEM stock, worth $3.14 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

53,009

Previous 48,150 10.09%

Holding current value

$3.14 Million

Previous $3.11 Billion 0.19%

% of portfolio

1.43%

Previous 1.47%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$58.59 - $66.14 $284,688 - $321,374	4,859 Added 10.09%	53,009 $3.12 Billion
Q3 2024 Nov 04, 2024	BUY	$57.2 - $65.59 $175,318 - $201,033	3,065 Added 6.8%	48,150 $3.11 Billion
Q2 2024 Jul 31, 2024	BUY	$56.42 - $62.42 $37,688 - $41,696	668 Added 1.5%	45,085 $2.75 Billion
Q1 2024 Apr 29, 2024	BUY	$53.02 - $58.54 $96,178 - $106,191	1,814 Added 4.26%	44,417 $2.57 Billion
Q4 2023 Jan 29, 2024	BUY	$51.0 - $56.39 $97,053 - $107,310	1,903 Added 4.68%	42,603 $2.4 Billion
Q3 2023 Oct 24, 2023	BUY	$52.44 - $57.3 $59,519 - $65,035	1,135 Added 2.87%	40,700 $2.15 Billion
Q2 2023 Jul 17, 2023	BUY	$51.46 - $55.92 $104,515 - $113,573	2,031 Added 5.41%	39,565 $2.13 Billion
Q1 2023 Apr 13, 2023	BUY	$50.27 - $56.2 $66,004 - $73,790	1,313 Added 3.62%	37,534 $1.99 Billion
Q4 2022 Feb 13, 2023	BUY	$44.87 - $52.64 $1.63 Million - $1.91 Million	36,221 New	36,221 $1.83 Billion

Others Institutions Holding AVEM

# of Institutions

535

Shares Held

121M

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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Htg Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History