Summit Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 45,142 shares of AVEM stock, worth $2.78 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
45,142
Previous 40,909 10.35%
Holding current value
$2.78 Million
Previous $2.64 Billion 0.42%
% of portfolio
0.54%
Previous 0.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$58.59 - $66.14 $248,011 - $279,970
4,233 Added 10.35%
45,142 $2.65 Billion
Q3 2024

Oct 28, 2024
BUY
$57.2 - $65.59 $435,692 - $499,599
7,617 Added 22.88%
40,909 $2.64 Billion
Q2 2024

Sep 11, 2024
BUY
$56.42 - $62.42 $837,837 - $926,937
14,850 Added 80.52%
33,292 $2.03 Billion
Q1 2024

Sep 11, 2024
BUY
$53.02 - $58.54 $737,190 - $813,940
13,904 Added 306.39%
18,442 $1.07 Billion
Q4 2023

Sep 11, 2024
BUY
$51.0 - $56.39 $231,438 - $255,897
4,538 New
4,538 $256 Million

Others Institutions Holding AVEM

# of Institutions
538
Shares Held
121M
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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