Modern Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 161,611 shares of AVLV stock, worth $10.6 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
161,611
Previous 162,453 0.52%
Holding current value
$10.6 Million
Previous $10.3 Billion 1.1%
% of portfolio
0.74%
Previous 0.92%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$60.74 - $64.14 $51,143 - $54,005
-842 Reduced 0.52%
161,611 $10.2 Billion
Q1 2024

May 13, 2024
BUY
$56.46 - $64.26 $1.98 Million - $2.25 Million
35,052 Added 27.51%
162,453 $10.3 Billion
Q4 2023

Feb 14, 2024
BUY
$49.96 - $58.08 $6.36 Million - $7.4 Million
127,401 New
127,401 $7.36 Billion

Others Institutions Holding AVLV

# of Institutions
257
Shares Held
50.8M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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