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 9,805 shares of AVRE stock, worth $431,812. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,805

Previous 9,769 0.37%

Holding current value

$431,812

Previous $431,000 1.16%

% of portfolio

0.13%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$43.53 - $45.34 $1,567 - $1,632	36 Added 0.37%	9,805 $436,000
Q2 2025 Jul 24, 2025	BUY	$38.75 - $44.92 $14,376 - $16,665	371 Added 3.95%	9,769 $431,000
Q1 2025 Apr 25, 2025	BUY	$40.62 - $44.31 $609 - $664	15 Added 0.16%	9,398 $404,000
Q4 2024 Jan 31, 2025	BUY	$41.03 - $46.91 $71,556 - $81,811	1,744 Added 22.83%	9,383 $393,000
Q3 2024 Oct 24, 2024	BUY	$40.95 - $48.28 $13,595 - $16,028	332 Added 4.54%	7,639 $360,000

Q2 2024 Jul 30, 2024	BUY	$38.89 - $42.05 $109,397 - $118,286	2,813 Added 62.59%	7,307 $301,000
Q1 2024 Apr 23, 2024	SELL	$40.52 - $43.42 $109,201 - $117,016	-2,695 Reduced 37.49%	4,494 $190,000
Q4 2023 Jan 26, 2024	BUY	$35.51 - $43.68 $167,962 - $206,606	4,730 Added 192.35%	7,189 $311,000
Q3 2023 Oct 18, 2023	BUY	$37.14 - $42.66 $91,327 - $104,900	2,459 New	2,459 $92,000

Others Institutions Holding AVRE

# of Institutions

149

Shares Held

12.3M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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