Root Financial Partners, LLC American Centy ETF Tr Avantis Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,404 shares of AVLV stock, worth $102,000. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,404

Holding current value

$102,000

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$68.33 - $72.69 $95,935 - $102,056	1,404 New	1,404 $101 Million

Others Institutions Holding AVLV

# of Institutions

420

Shares Held

109M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

14.1M
Shares

$1.02 Billion
0.63% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$792 Million
0.24% of portfolio
Wealth Enhancement Advisory Services, LLC

10M
Shares

$728 Million
1.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.57M
Shares

$259 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.58M
Shares

$187 Million
0.06% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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Root Financial Partners, LLC American Centy ETF Tr Avantis Transaction History