Summit Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 25,099 shares of AVLV stock, worth $1.67 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
25,099
Previous 19,683 27.52%
Holding current value
$1.67 Million
Previous $1.24 Billion 33.59%
% of portfolio
0.32%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$60.05 - $65.83 $325,230 - $356,535
5,416 Added 27.52%
25,099 $1.65 Billion
Q2 2024

Sep 11, 2024
BUY
$60.74 - $64.14 $767,146 - $810,088
12,630 Added 179.07%
19,683 $1.24 Billion
Q1 2024

Sep 11, 2024
BUY
$56.46 - $64.26 $398,212 - $453,225
7,053 New
7,053 $453 Million

Others Institutions Holding AVLV

# of Institutions
284
Shares Held
57.4M
Call Options Held
100
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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