Ae Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ae Wealth Management LLC holds 13,729 shares of AVLV stock, worth $917,371. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,729
Previous 6,574 108.84%
Holding current value
$917,371
Previous $438,000 104.34%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$63.51 - $70.42 $454,414 - $503,855
7,155 Added 108.84%
13,729 $895,000
Q4 2024

Feb 13, 2025
BUY
$65.51 - $71.22 $430,662 - $468,200
6,574 New
6,574 $438,000
Q4 2023

Feb 14, 2024
SELL
$49.96 - $58.08 $214,078 - $248,872
-4,285 Reduced 19.4%
17,804 $1.03 Million
Q3 2023

Oct 11, 2023
SELL
$52.22 - $56.04 $44,856 - $48,138
-859 Reduced 3.74%
22,089 $1.16 Million
Q2 2023

Jul 10, 2023
BUY
$49.22 - $53.35 $1.13 Million - $1.22 Million
22,948 New
22,948 $1.22 Million

Others Institutions Holding AVLV

# of Institutions
373
Shares Held
78.8M
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
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