Acorn Financial Advisory Services Inc American Centy ETF Tr Avantis Transaction History

Acorn Financial Advisory Services Inc

$461 Million
Q1 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 9,383 shares of AVLV stock, worth $624,532. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,383

Previous 9,808 4.33%

Holding current value

$624,532

Previous $654,000 6.57%

% of portfolio

0.13%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$63.51 - $70.42 $26,991 - $29,928	-425 Reduced 4.33%	9,383 $611,000
Q4 2024 Feb 14, 2025	BUY	$65.51 - $71.22 $524 - $569	8 Added 0.08%	9,808 $654,000
Q3 2024 Nov 01, 2024	SELL	$60.05 - $65.83 $16,453 - $18,037	-274 Reduced 2.72%	9,800 $645,000
Q2 2024 Aug 01, 2024	BUY	$60.74 - $64.14 $485 - $513	8 Added 0.08%	10,074 $633,000
Q1 2024 May 08, 2024	BUY	$56.46 - $64.26 $14,397 - $16,386	255 Added 2.6%	10,066 $646,000
Q4 2023 Jan 17, 2024	BUY	$49.96 - $58.08 $22,332 - $25,961	447 Added 4.77%	9,811 $566,000
Q3 2023 Oct 10, 2023	SELL	$52.22 - $56.04 $18,224 - $19,557	-349 Reduced 3.59%	9,364 $493,000
Q2 2023 Jul 20, 2023	BUY	$49.22 - $53.35 $164,936 - $178,775	3,351 Added 52.67%	9,713 $518,000
Q1 2023 Apr 26, 2023	BUY	$48.59 - $54.44 $24,003 - $26,893	494 Added 8.42%	6,362 $325,000
Q4 2022 Jan 20, 2023	BUY	$45.92 - $53.52 $269,458 - $314,055	5,868 New	5,868 $0

Others Institutions Holding AVLV

# of Institutions

373

Shares Held

78.8M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.

Account

Acorn Financial Advisory Services Inc American Centy ETF Tr Avantis Transaction History