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 $2.73 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

45,142

Previous 40,909 10.35%

Holding current value

$2.73 Million

Previous $2.64 Billion 0.42%

% of portfolio

0.54%

Previous 0.51%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

513

Shares Held

112M

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 Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History