Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History

Orba Wealth Advisors, L.L.C.

$191 Billion
Q4 2024

A detailed history of Orba Wealth Advisors, L.L.C. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 41,994 shares of AVIV stock, worth $2.34 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

41,994

Previous 42,536 1.27%

Holding current value

$2.34 Million

Previous $2.39 Billion 8.73%

% of portfolio

1.14%

Previous 1.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$51.24 - $55.81 $27,772 - $30,249	-542 Reduced 1.27%	41,994 $2.18 Billion
Q3 2024 Oct 09, 2024	BUY	$50.37 - $56.43 $6,699 - $7,505	133 Added 0.31%	42,536 $2.39 Billion
Q2 2024 Jul 16, 2024	BUY	$52.26 - $55.37 $165,455 - $175,301	3,166 Added 8.07%	42,403 $2.22 Billion
Q1 2024 Apr 30, 2024	BUY	$49.42 - $54.08 $10,131 - $11,086	205 Added 0.53%	39,237 $2.12 Billion
Q4 2023 Feb 12, 2024	BUY	$45.8 - $51.67 $1.79 Million - $2.02 Million	39,032 New	39,032 $2.01 Billion

Others Institutions Holding AVIV

# of Institutions

118

Shares Held

6.93M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

More about AVIV

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Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History