Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History

Lifestyle Asset Management, Inc.

$182 Billion
Q1 2025

A detailed history of Lifestyle Asset Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 66,520 shares of AVUV stock, worth $5.82 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares

66,520

Previous 132,625 49.84%

Holding current value

$5.82 Million

Previous $12.8 Billion 54.71%

% of portfolio

3.19%

Previous 6.98%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$84.95 - $100.62 $5.62 Million - $6.65 Million	-66,105 Reduced 49.84%	66,520 $5.8 Billion
Q4 2024 Jan 17, 2025	SELL	$94.37 - $106.41 $1.11 Million - $1.25 Million	-11,794 Reduced 8.17%	132,625 $12.8 Billion
Q3 2024 Oct 31, 2024	BUY	$88.24 - $99.7 $262,778 - $296,906	2,978 Added 2.11%	144,419 $13.9 Billion
Q2 2024 Jul 19, 2024	SELL	$86.93 - $93.77 $579,475 - $625,070	-6,666 Reduced 4.5%	141,441 $12.7 Billion
Q1 2024 Apr 19, 2024	SELL	$84.87 - $93.71 $1.47 Million - $1.62 Million	-17,306 Reduced 10.46%	148,107 $13.9 Billion
Q4 2023 Feb 12, 2024	BUY	$73.38 - $91.25 $12.1 Million - $15.1 Million	165,413 New	165,413 $14.9 Billion

Others Institutions Holding AVUV

# of Institutions

864

Shares Held

120M

Call Options Held

20.2K

Put Options Held

10.8K

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History