A detailed history of Sentinel Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sentinel Wealth Management, Inc. holds 119,282 shares of AVRE stock, worth $5.25 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares
119,282
Previous 99,893 19.41%
Holding current value
$5.25 Million
Previous $4.44 Million 18.23%
% of portfolio
4.45%
Previous 3.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

BUY
$43.28 - $45.31 $839,155 - $878,515
19,389 Added 19.41%
119,282 $5.25 Million
Q3 2025

Nov 10, 2025

BUY
$43.53 - $45.34 $1.7 Million - $1.77 Million
39,057 Added 64.2%
99,893 $4.44 Million
Q2 2025

Jan 08, 2026

SELL
$38.75 - $44.92 $2.26 Million - $2.63 Million
-58,446 Reduced 49.0%
60,836 $2.69 Billion
Q2 2025

Aug 14, 2025

BUY
$38.75 - $44.92 $2.36 Million - $2.73 Million
60,836 New
60,836 $2.69 Million

Others Institutions Holding AVRE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Sentinel Wealth Management, Inc. Portfolio

Follow Sentinel Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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