Shore Haven Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 131,986 shares of AVEM stock, worth $10.2 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares
131,986
Previous 65,288 102.16%
Holding current value
$10.2 Million
Previous $4.47 Million 121.57%
% of portfolio
4.18%
Previous 2.04%

Shares

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

Oct 23, 2025
BUY
$68.33 - $75.41 $4.56 Million - $5.03 Million
66,698 Added 102.16%
131,986 $9.91 Million
Q2 2025

Jul 29, 2025
BUY
$53.08 - $68.54 $3.47 Million - $4.47 Million
65,288 New
65,288 $4.47 Million
Q4 2024

Jan 29, 2025
SELL
$58.59 - $66.14 $1.17 Million - $1.33 Million
-20,047 Reduced 77.57%
5,798 $340,000
Q3 2024

Oct 24, 2024
SELL
$57.2 - $65.59 $140,311 - $160,892
-2,453 Reduced 8.67%
25,845 $1.67 Million
Q2 2024

Jul 24, 2024
BUY
$56.42 - $62.42 $862,041 - $953,715
15,279 Added 117.36%
28,298 $1.73 Million
Q1 2024

May 02, 2024
SELL
$53.02 - $58.54 $1.9 Million - $2.1 Million
-35,908 Reduced 73.39%
13,019 $754,000
Q4 2023

Feb 06, 2024
SELL
$51.0 - $56.39 $211,038 - $233,341
-4,138 Reduced 7.8%
48,927 $2.76 Million
Q3 2023

Oct 24, 2023
BUY
$52.44 - $57.3 $2.78 Million - $3.04 Million
53,065 New
53,065 $2.8 Million

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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