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

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 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 30,657 shares of AVLV stock, worth $2.01 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
30,657
Previous 25,099 22.14%
Holding current value
$2.01 Million
Previous $1.65 Billion 23.89%
% of portfolio
0.42%
Previous 0.32%

Shares

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

Jan 27, 2025
BUY
$65.51 - $71.22 $364,104 - $395,840
5,558 Added 22.14%
30,657 $2.05 Billion
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
351
Shares Held
65.9M
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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