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

Acorn Financial Advisory Services Inc

  • $481 Million
  • Q1 2024

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 10,066 shares of AVLV stock, worth $633,050. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,066
Previous 9,811 2.6%
Holding current value
$633,050
Previous $566,000 14.13%
% of portfolio
0.13%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$49.56 - $53.52 $290,818 - $314,055
5,868 New
5,868 $0

Others Institutions Holding AVLV

# of Institutions
220
Shares Held
38.3M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Acorn Financial Advisory Services Inc Portfolio

Follow Acorn Financial Advisory Services Inc 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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email