A detailed history of Landmark Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 82,448 shares of AVEM stock, worth $4.88 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
82,448
Previous 89,584 7.97%
Holding current value
$4.88 Million
Previous $5.79 Billion 16.24%
% of portfolio
2.36%
Previous 2.88%

Shares

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

Jan 28, 2025

SELL
$58.59 - $66.14 $418,098 - $471,975
-7,136 Reduced 7.97%
82,448 $4.85 Billion
Q3 2024

Nov 01, 2024

BUY
$57.2 - $65.59 $420,305 - $481,955
7,348 Added 8.94%
89,584 $5.79 Billion
Q2 2024

Aug 13, 2024

BUY
$56.42 - $62.42 $4.64 Million - $5.13 Million
82,236 New
82,236 $5.02 Billion

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Landmark Wealth Management, Inc. Portfolio

Follow Landmark Wealth Management, Inc. 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 Landmark Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, Inc. with notifications on news.