A detailed history of Integrated Wealth Concepts LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 8,976 shares of AVUS stock, worth $979,191. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,976
Previous 11,076 18.96%
Holding current value
$979,191
Previous $1.12 Million 12.63%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$101.2 - $109.16 $212,520 - $229,236
-2,100 Reduced 18.96%
8,976 $975,000
Q2 2025

Aug 14, 2025

SELL
$81.38 - $100.82 $4,720 - $5,847
-58 Reduced 0.52%
11,076 $1.12 Million
Q1 2025

May 15, 2025

BUY
$90.7 - $101.57 $264,390 - $296,076
2,915 Added 35.47%
11,134 $1.03 Million
Q4 2024

Feb 14, 2025

BUY
$94.36 - $102.06 $775,544 - $838,831
8,219 New
8,219 $796,000

Others Institutions Holding AVUS

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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