Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Transaction History

Morton Brown Family Wealth, LLC

$348 Million
Q3 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 459,692 shares of AVEM stock, worth $35.7 Million. This represents 9.92% of its overall portfolio holdings.

Number of Shares

459,692

Previous 462,071 0.51%

Holding current value

$35.7 Million

Previous $31.7 Million 9.02%

% of portfolio

9.92%

Previous 9.64%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$68.33 - $75.41 $162,557 - $179,400	-2,379 Reduced 0.51%	459,692 $34.5 Million
Q2 2025 Jul 24, 2025	BUY	$53.08 - $68.54 $1.88 Million - $2.43 Million	35,484 Added 8.32%	462,071 $31.7 Million
Q1 2025 Apr 25, 2025	BUY	$57.11 - $62.4 $961,503 - $1.05 Million	16,836 Added 4.11%	426,587 $25.7 Million
Q4 2024 Jan 31, 2025	BUY	$58.59 - $66.14 $1.18 Million - $1.33 Million	20,179 Added 5.18%	409,751 $24.1 Million
Q3 2024 Oct 24, 2024	BUY	$57.2 - $65.59 $1.11 Million - $1.27 Million	19,415 Added 5.25%	389,572 $25.2 Million

Q2 2024 Jul 30, 2024	BUY	$56.42 - $62.42 $714,220 - $790,174	12,659 Added 3.54%	370,157 $22.6 Million
Q1 2024 Apr 23, 2024	BUY	$53.02 - $58.54 $1.84 Million - $2.03 Million	34,658 Added 10.74%	357,498 $20.7 Million
Q4 2023 Jan 26, 2024	BUY	$51.0 - $56.39 $2.07 Million - $2.29 Million	40,632 Added 14.4%	322,840 $18.2 Million
Q3 2023 Oct 18, 2023	BUY	$52.44 - $57.3 $7.53 Million - $8.23 Million	143,630 Added 103.65%	282,208 $14.9 Million
Q2 2023 Jul 25, 2023	BUY	$51.46 - $55.92 $5.53 Million - $6.01 Million	107,398 Added 344.45%	138,578 $7.46 Million
Q1 2023 Apr 25, 2023	BUY	$50.27 - $56.2 $1.57 Million - $1.75 Million	31,180 New	31,180 $1.65 Million

Others Institutions Holding AVEM

# of Institutions

724

Shares Held

170M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
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Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Transaction History