Wealth Plan Investment Management, LLC American Centy ETF Tr Avantis Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 110,669 shares of AVEM stock, worth $6.43 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

110,669

Previous 101,602 8.92%

Holding current value

$6.43 Million

Previous $6.56 Million 0.87%

% of portfolio

0.69%

Previous 0.71%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$58.59 - $66.14 $531,235 - $599,691	9,067 Added 8.92%	110,669 $6.51 Million
Q3 2024 Nov 05, 2024	BUY	$57.2 - $65.59 $909,194 - $1.04 Million	15,895 Added 18.55%	101,602 $6.56 Million
Q2 2024 Aug 09, 2024	SELL	$56.42 - $62.42 $1,354 - $1,498	-24 Reduced 0.03%	85,707 $5.24 Million
Q1 2024 May 16, 2024	SELL	$53.02 - $58.54 $1.3 Million - $1.43 Million	-24,481 Reduced 22.21%	85,731 $4.97 Million
Q4 2023 Jan 05, 2024	BUY	$51.0 - $56.39 $197,982 - $218,905	3,882 Added 3.65%	110,212 $6.21 Million
Q3 2023 Nov 15, 2023	SELL	$52.44 - $57.3 $1.93 Million - $2.1 Million	-36,719 Reduced 25.67%	106,330 $5.61 Million
Q3 2023 Nov 09, 2023	BUY	$52.44 - $57.3 $3.6 Million - $3.93 Million	68,580 Added 92.09%	143,049 $7.55 Million
Q2 2023 Aug 14, 2023	BUY	$51.46 - $55.92 $3.21 Million - $3.48 Million	62,312 Added 512.56%	74,469 $4.01 Million
Q2 2023 Jul 25, 2023	SELL	$51.46 - $55.92 $4.82 Million - $5.23 Million	-93,568 Reduced 88.5%	12,157 $654,000
Q1 2023 May 08, 2023	SELL	$50.27 - $56.2 $8.6 Million - $9.61 Million	-171,009 Reduced 61.8%	105,725 $5.59 Million
Q4 2022 Feb 15, 2023	BUY	$44.87 - $52.64 $76,413 - $89,645	1,703 Added 0.62%	276,734 $14 Million
Q3 2022 Dec 12, 2022	BUY	$45.9 - $53.37 $6.35 Million - $7.39 Million	138,375 Added 101.26%	275,031 $14.2 Million
Q1 2022 Sep 07, 2022	BUY	$54.87 - $65.28 $7.5 Million - $8.92 Million	136,656 New	136,656 $7.64 Million

Others Institutions Holding AVEM

# of Institutions

550

Shares Held

123M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
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Wealth Plan Investment Management, LLC American Centy ETF Tr Avantis Transaction History