U.S. Capital Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

U.S. Capital Wealth Advisors, LLC

$3.48 Billion
Q4 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 95,725 shares of AVEM stock, worth $7.43 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

95,725

Previous 73,234 30.71%

Holding current value

$7.43 Million

Previous $5.5 Million 35.02%

% of portfolio

0.21%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$73.09 - $78.36 $1.64 Million - $1.76 Million	22,491 Added 30.71%	95,725 $7.43 Million
Q3 2025 Oct 09, 2025	BUY	$68.33 - $75.41 $4.18 Million - $4.61 Million	61,191 Added 508.1%	73,234 $5.5 Million
Q2 2025 Jul 14, 2025	BUY	$53.08 - $68.54 $2,600 - $3,358	49 Added 0.41%	12,043 $825,000
Q4 2024 Jan 24, 2025	BUY	$58.59 - $66.14 $32,986 - $37,236	563 Added 4.93%	11,994 $705,000
Q3 2024 Oct 22, 2024	BUY	$57.2 - $65.59 $64,807 - $74,313	1,133 Added 11.0%	11,431 $738,000

Q2 2024 Jul 11, 2024	BUY	$56.42 - $62.42 $581,013 - $642,801	10,298 New	10,298 $629,000

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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U.S. Capital Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History