A detailed history of Walkner Condon Financial Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 148,030 shares of AVEM stock, worth $11.5 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
148,030
Previous 115,120 28.59%
Holding current value
$11.5 Million
Previous $7.89 Million 40.91%
% of portfolio
1.82%
Previous 1.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

BUY
$68.33 - $75.41 $2.25 Million - $2.48 Million
32,910 Added 28.59%
148,030 $11.1 Million
Q2 2025

Aug 06, 2025

BUY
$53.08 - $68.54 $644,338 - $832,007
12,139 Added 11.79%
115,120 $7.89 Million
Q1 2025

Apr 22, 2025

BUY
$57.11 - $62.4 $5.88 Million - $6.43 Million
102,981 New
102,981 $6.2 Million

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.