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

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

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 5,798 shares of AVEM stock, worth $349,967. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,798

Previous 25,845 77.57%

Holding current value

$349,967

Previous $1.67 Million 79.63%

% of portfolio

0.17%

Previous 0.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

541

Shares Held

122M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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