Summit Financial Strategies, Inc. American Centy ETF Tr Avantis Transaction History

Summit Financial Strategies, Inc.

$1.1 Billion
Q4 2025

A detailed history of Summit Financial Strategies, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 856,409 shares of AVEM stock, worth $66.4 Million. This represents 6.05% of its overall portfolio holdings.

Number of Shares

856,409

Previous 859,984 0.42%

Holding current value

$66.4 Million

Previous $64.6 Million 2.86%

% of portfolio

6.05%

Previous 6.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$73.09 - $78.36 $261,296 - $280,137	-3,575 Reduced 0.42%	856,409 $66.4 Million
Q3 2025 Oct 22, 2025	SELL	$68.33 - $75.41 $584,563 - $645,132	-8,555 Reduced 0.98%	859,984 $64.6 Million
Q2 2025 Jul 17, 2025	BUY	$53.08 - $68.54 $69,057 - $89,170	1,301 Added 0.15%	868,539 $59.5 Million
Q1 2025 May 12, 2025	BUY	$57.11 - $62.4 $1.3 Million - $1.42 Million	22,754 Added 2.69%	867,238 $52.2 Million
Q4 2024 Jan 22, 2025	BUY	$58.59 - $66.14 $2.22 Million - $2.5 Million	37,825 Added 4.69%	844,484 $49.6 Million

Q3 2024 Oct 16, 2024	BUY	$57.2 - $65.59 $1.7 Million - $1.94 Million	29,651 Added 3.82%	806,659 $52.1 Million
Q2 2024 Jul 19, 2024	BUY	$56.42 - $62.42 $1.76 Million - $1.95 Million	31,182 Added 4.18%	777,008 $47.5 Million
Q1 2024 May 09, 2024	BUY	$53.02 - $58.54 $3.3 Million - $3.64 Million	62,211 Added 9.1%	745,826 $43.2 Million
Q4 2023 Feb 13, 2024	BUY	$51.0 - $56.39 $34.9 Million - $38.5 Million	683,615 New	683,615 $38.5 Million

Others Institutions Holding AVEM

# of Institutions

758

Shares Held

172M

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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Summit Financial Strategies, Inc. American Centy ETF Tr Avantis Transaction History