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

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iht Wealth Management, LLC holds 229,750 shares of AVEM stock, worth $14.1 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
229,750
Previous 49,452 364.59%
Holding current value
$14.1 Million
Previous $3.19 Million 322.89%
% of portfolio
0.45%
Previous 0.09%

Shares

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

Feb 14, 2025
BUY
$58.59 - $66.14 $10.6 Million - $11.9 Million
180,298 Added 364.59%
229,750 $13.5 Million
Q3 2024

Nov 14, 2024
BUY
$57.2 - $65.59 $38,896 - $44,601
680 Added 1.39%
49,452 $3.19 Million
Q2 2024

Aug 14, 2024
BUY
$56.42 - $62.42 $749,991 - $829,749
13,293 Added 37.47%
48,772 $2.98 Million
Q1 2024

May 15, 2024
BUY
$53.02 - $58.54 $1.88 Million - $2.08 Million
35,479 New
35,479 $2.06 Million
Q2 2022

Aug 15, 2022
SELL
$51.44 - $61.32 $212,601 - $253,435
-4,133 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$54.87 - $65.28 $5,871 - $6,984
107 Added 2.66%
4,133 $245,000
Q4 2021

Feb 14, 2022
BUY
$60.96 - $66.61 $17,983 - $19,649
295 Added 7.91%
4,026 $255,000
Q3 2021

Nov 15, 2021
BUY
$63.1 - $69.23 $3,849 - $4,223
61 Added 1.66%
3,731 $241,000
Q2 2021

Aug 16, 2021
BUY
$65.38 - $70.46 $239,944 - $258,588
3,670 New
3,670 $255,000

Others Institutions Holding AVEM

# of Institutions
527
Shares Held
121M
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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