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

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

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 49,451 shares of AVUS stock, worth $5.39 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

49,451

Previous 51,022 3.08%

Holding current value

$5.39 Million

Previous $5.14 Billion 4.5%

% of portfolio

0.97%

Previous 0.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$101.2 - $109.16 $158,985 - $171,490	-1,571 Reduced 3.08%	49,451 $5.38 Billion
Q2 2025 Aug 11, 2025	SELL	$81.38 - $100.82 $3.72 Million - $4.6 Million	-45,674 Reduced 47.23%	51,022 $5.14 Billion
Q1 2025 May 06, 2025	BUY	$90.7 - $101.57 $243,529 - $272,715	2,685 Added 2.86%	96,696 $8.93 Billion
Q4 2024 Jan 27, 2025	BUY	$94.36 - $102.06 $1.91 Million - $2.07 Million	20,270 Added 27.49%	94,011 $9.11 Billion
Q3 2024 Oct 28, 2024	BUY	$86.27 - $95.15 $1.67 Million - $1.84 Million	19,329 Added 35.52%	73,741 $7.02 Billion

Q2 2024 Sep 11, 2024	BUY	$84.59 - $90.63 $3.55 Million - $3.81 Million	42,023 Added 339.2%	54,412 $4.91 Billion
Q1 2024 Sep 11, 2024	BUY	$79.93 - $89.5 $990,252 - $1.11 Million	12,389 New	12,389 $1.11 Billion

Others Institutions Holding AVUS

# of Institutions

523

Shares Held

78M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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