Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $806 Billion
  • Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 5,466 shares of AVLV stock, worth $361,630. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,466
Previous 5,428 0.7%
Holding current value
$361,630
Previous $357 Million 2.14%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$65.51 - $71.22 $2,489 - $2,706
38 Added 0.7%
5,466 $365 Million
Q3 2024

Oct 07, 2024
BUY
$60.05 - $65.83 $19,816 - $21,723
330 Added 6.47%
5,428 $357 Million
Q2 2024

Jul 23, 2024
BUY
$60.74 - $64.14 $4,616 - $4,874
76 Added 1.51%
5,098 $320 Million
Q1 2024

Apr 12, 2024
BUY
$56.46 - $64.26 $283,542 - $322,713
5,022 New
5,022 $323 Million

Others Institutions Holding AVLV

# of Institutions
347
Shares Held
65.1M
Call Options Held
0
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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