Total Wealth Planning, LLC American Centy ETF Tr Avantis Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Total Wealth Planning, LLC holds 118,933 shares of AVEM stock, worth $7.32 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
118,933
Previous 122,569 2.97%
Holding current value
$7.32 Million
Previous $7.92 Million 11.68%
% of portfolio
1.16%
Previous 1.31%

Shares

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

Jan 15, 2025
SELL
$58.59 - $66.14 $213,033 - $240,485
-3,636 Reduced 2.97%
118,933 $6.99 Million
Q3 2024

Oct 10, 2024
SELL
$57.2 - $65.59 $303,617 - $348,151
-5,308 Reduced 4.15%
122,569 $7.92 Million
Q2 2024

Aug 02, 2024
SELL
$56.42 - $62.42 $531,363 - $587,871
-9,418 Reduced 6.86%
127,877 $7.81 Million
Q1 2024

Apr 18, 2024
SELL
$53.02 - $58.54 $263,774 - $291,236
-4,975 Reduced 3.5%
137,295 $7.96 Million
Q4 2023

Feb 05, 2024
SELL
$51.0 - $56.39 $251,634 - $278,228
-4,934 Reduced 3.35%
142,270 $8.02 Million
Q3 2023

Nov 08, 2023
BUY
$52.44 - $57.3 $12,533 - $13,694
239 Added 0.16%
147,204 $7.77 Million
Q2 2023

Jul 31, 2023
SELL
$51.46 - $55.92 $45,953 - $49,936
-893 Reduced 0.6%
146,965 $7.91 Million
Q1 2023

Apr 14, 2023
SELL
$50.27 - $56.2 $138,443 - $154,774
-2,754 Reduced 1.83%
147,858 $7.82 Million
Q4 2022

Feb 02, 2023
BUY
$44.87 - $52.64 $3.49 Million - $4.1 Million
77,796 Added 106.84%
150,612 $7.6 Million
Q3 2022

Nov 14, 2022
BUY
$45.9 - $53.37 $2.98 Million - $3.47 Million
64,964 Added 827.36%
72,816 $3.34 Million
Q2 2022

Aug 01, 2022
BUY
$51.44 - $61.32 $403,906 - $481,484
7,852 New
7,852 $409,000

Others Institutions Holding AVEM

# of Institutions
527
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
Track This Portfolio

Track Total Wealth Planning, LLC Portfolio

Follow Total Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email