Opes Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Opes Wealth Management LLC

$567 Million
Q3 2025

A detailed history of Opes Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Opes Wealth Management LLC holds 22,487 shares of AVSE stock, worth $1.47 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

22,487

Previous 22,679 0.85%

Holding current value

$1.47 Million

Previous $1.33 Million 7.52%

% of portfolio

0.25%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	SELL	$58.4 - $64.07 $11,212 - $12,301	-192 Reduced 0.85%	22,487 $1.43 Million
Q2 2025 Jul 30, 2025	BUY	$45.56 - $58.63 $7,973 - $10,260	175 Added 0.78%	22,679 $1.33 Million
Q1 2025 May 06, 2025	BUY	$48.73 - $53.38 $21,928 - $24,021	450 Added 2.04%	22,504 $1.16 Million
Q4 2024 Jan 30, 2025	BUY	$50.47 - $56.52 $17,916 - $20,064	355 Added 1.64%	22,054 $1.11 Million
Q3 2024 Oct 29, 2024	BUY	$48.92 - $56.14 $36,934 - $42,385	755 Added 3.6%	21,699 $1.2 Million

Q2 2024 Aug 05, 2024	BUY	$47.58 - $52.85 $21,173 - $23,518	445 Added 2.17%	20,944 $1.08 Million
Q1 2024 May 02, 2024	BUY	$45.19 - $49.53 $926,349 - $1.02 Million	20,499 New	20,499 $1.01 Million

Others Institutions Holding AVSE

# of Institutions

Shares Held

1.11M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSE
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Opes Wealth Management LLC American Centy ETF Tr Avantis Transaction History