Valmark Advisers, Inc. American Centy ETF Tr Avantis Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valmark Advisers, Inc. holds 21,588 shares of AVEM stock, worth $1.33 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,588

Previous 20,473 5.45%

Holding current value

$1.33 Million

Previous $1.32 Million 4.01%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$58.59 - $66.14 $65,327 - $73,746	1,115 Added 5.45%	21,588 $1.27 Million
Q3 2024 Oct 25, 2024	SELL	$57.2 - $65.59 $60,346 - $69,197	-1,055 Reduced 4.9%	20,473 $1.32 Million
Q2 2024 Jul 31, 2024	BUY	$56.42 - $62.42 $4,908 - $5,430	87 Added 0.41%	21,528 $1.32 Million
Q1 2024 May 03, 2024	BUY	$53.02 - $58.54 $66,858 - $73,818	1,261 Added 6.25%	21,441 $1.24 Million
Q4 2023 Feb 02, 2024	BUY	$51.0 - $56.39 $3,876 - $4,285	76 Added 0.38%	20,180 $1.14 Million
Q3 2023 Nov 07, 2023	BUY	$52.44 - $57.3 $1.05 Million - $1.15 Million	20,104 New	20,104 $1.06 Million

Others Institutions Holding AVEM

# of Institutions

538

Shares Held

121M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. American Centy ETF Tr Avantis Transaction History