Ml & R Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024

A detailed history of Ml & R Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 13,768 shares of AVEM stock, worth $815,203. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,768
Previous 33,285 58.64%
Holding current value
$815,203
Previous $1.88 Million 57.52%
% of portfolio
0.18%
Previous 0.42%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$53.02 - $58.54 $1.03 Million - $1.14 Million
-19,517 Reduced 58.64%
13,768 $797,000
Q4 2023

Feb 09, 2024
BUY
$51.0 - $56.39 $185,946 - $205,597
3,646 Added 12.3%
33,285 $1.88 Million
Q3 2023

Nov 02, 2023
SELL
$52.44 - $57.3 $99,793 - $109,041
-1,903 Reduced 6.03%
29,639 $1.56 Million
Q2 2023

Aug 08, 2023
SELL
$51.46 - $55.92 $455,678 - $495,171
-8,855 Reduced 21.92%
31,542 $1.7 Million
Q1 2023

May 05, 2023
BUY
$50.27 - $56.2 $8,646 - $9,666
172 Added 0.43%
40,397 $2.14 Million
Q4 2022

Feb 06, 2023
BUY
$44.87 - $52.64 $1.21 Million - $1.42 Million
26,909 Added 202.08%
40,225 $2.03 Million
Q3 2022

Oct 26, 2022
SELL
$45.9 - $53.37 $68,069 - $79,147
-1,483 Reduced 10.02%
13,316 $612,000
Q2 2022

Jul 25, 2022
BUY
$51.44 - $61.32 $266,973 - $318,250
5,190 Added 54.01%
14,799 $770,000
Q1 2022

Apr 18, 2022
BUY
$54.87 - $65.28 $221,235 - $263,208
4,032 Added 72.3%
9,609 $570,000
Q4 2021

Feb 02, 2022
BUY
$60.96 - $66.61 $339,973 - $371,483
5,577 New
5,577 $353,000

Others Institutions Holding AVEM

# of Institutions
487
Shares Held
106M
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
Track This Portfolio

Track Ml & R Wealth Management LLC Portfolio

Follow Ml & R Wealth Management LLC 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 Ml & R Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ml & R Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email