Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History

Seaside Wealth Management, Inc.

$273 Million
Q4 2024

A detailed history of Seaside Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 24,227 shares of AVEM stock, worth $1.5 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

24,227

Previous 20,426 18.61%

Holding current value

$1.5 Million

Previous $1.32 Million 7.96%

% of portfolio

0.52%

Previous 0.5%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$58.59 - $66.14 $222,700 - $251,398	3,801 Added 18.61%	24,227 $1.42 Million
Q3 2024 Oct 25, 2024	SELL	$57.2 - $65.59 $45,416 - $52,078	-794 Reduced 3.74%	20,426 $1.32 Million
Q2 2024 Aug 07, 2024	BUY	$56.42 - $62.42 $91,061 - $100,745	1,614 Added 8.23%	21,220 $1.3 Million
Q4 2023 Jan 23, 2024	BUY	$51.0 - $56.39 $145,197 - $160,542	2,847 Added 16.99%	19,606 $1.11 Million
Q3 2023 Oct 13, 2023	BUY	$52.44 - $57.3 $75,461 - $82,454	1,439 Added 9.39%	16,759 $884,000
Q2 2023 Jul 17, 2023	SELL	$51.46 - $55.92 $230,952 - $250,968	-4,488 Reduced 22.66%	15,320 $824,000
Q1 2023 May 09, 2023	BUY	$50.27 - $56.2 $21,012 - $23,491	418 Added 2.16%	19,808 $1.05 Million
Q4 2022 Feb 09, 2023	SELL	$44.87 - $52.64 $91,086 - $106,859	-2,030 Reduced 9.48%	19,390 $978,000
Q3 2022 Nov 09, 2022	BUY	$45.9 - $53.37 $664,815 - $773,011	14,484 Added 208.82%	21,420 $967,000
Q2 2022 Aug 30, 2022	BUY	$51.44 - $61.32 $356,787 - $425,315	6,936 New	6,936 $360,000

Others Institutions Holding AVEM

# of Institutions

527

Shares Held

121M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seaside Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.

Account

Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History