Mission Wealth Management, LP American Centy ETF Tr Avantis Transaction History

Mission Wealth Management, LP

  • $4.01 Billion
  • Q1 2025

A detailed history of Mission Wealth Management, LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mission Wealth Management, LP holds 410,589 shares of AVEM stock, worth $23.8 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
410,589
Previous 306,904 33.78%
Holding current value
$23.8 Million
Previous $18 Million 36.93%
% of portfolio
0.62%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$57.11 - $62.4 $5.92 Million - $6.47 Million
103,685 Added 33.78%
410,589 $24.7 Million
Q4 2024

Feb 06, 2025
BUY
$58.59 - $66.14 $4.12 Million - $4.65 Million
70,261 Added 29.69%
306,904 $18 Million
Q3 2024

Oct 31, 2024
BUY
$57.2 - $65.59 $4.33 Million - $4.97 Million
75,707 Added 47.04%
236,643 $15.3 Million
Q2 2024

Aug 02, 2024
BUY
$56.42 - $62.42 $8.45 Million - $9.35 Million
149,718 Added 1334.62%
160,936 $9.83 Million
Q1 2024

Apr 30, 2024
BUY
$53.02 - $58.54 $594,778 - $656,701
11,218 New
11,218 $650,000

Others Institutions Holding AVEM

# of Institutions
550
Shares Held
123M
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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