A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 112,161 shares of AVLV stock, worth $7.68 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
112,161
Previous 93,892 19.46%
Holding current value
$7.68 Million
Previous $6.18 Million 20.94%
% of portfolio
3.63%
Previous 3.67%

Shares

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

Feb 10, 2025

BUY
$65.51 - $71.22 $1.2 Million - $1.3 Million
18,269 Added 19.46%
112,161 $7.48 Million
Q3 2024

Nov 08, 2024

BUY
$60.05 - $65.83 $5.64 Million - $6.18 Million
93,892 New
93,892 $6.18 Million

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Yardley Wealth Management LLC Portfolio

Follow Yardley Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yardley Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Yardley Wealth Management LLC with notifications on news.