Planwiser Financial, LLC American Centy ETF Tr Avantis Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Planwiser Financial, LLC holds 43,025 shares of AVEM stock, worth $3.34 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
43,025
Previous 8,606 399.94%
Holding current value
$3.34 Million
Previous $602 Million 459.17%
% of portfolio
2.67%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$68.33 - $75.41 $2.35 Million - $2.6 Million
34,419 Added 399.94%
43,025 $3.36 Billion
Q2 2025

Aug 13, 2025
SELL
$53.08 - $68.54 $2.1 Million - $2.71 Million
-39,474 Reduced 82.1%
8,606 $602 Million
Q1 2025

May 08, 2025
BUY
$57.11 - $62.4 $2.75 Million - $3 Million
48,080 New
48,080 $2.97 Billion

Others Institutions Holding AVEM

# of Institutions
724
Shares Held
170M
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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