Atria Wealth Solutions, Inc. American Centy ETF Tr Avantis Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 6,264 shares of AVLV stock, worth $452,135. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,264

Previous 7,074 11.45%

Holding current value

$452,135

Previous $461,000 7.38%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$56.85 - $68.21 $46,048 - $55,250	-810 Reduced 11.45%	6,264 $427,000
Q1 2025 May 09, 2025	SELL	$63.51 - $70.42 $33,406 - $37,040	-526 Reduced 6.92%	7,074 $461,000
Q4 2024 Jan 31, 2025	BUY	$65.51 - $71.22 $123,027 - $133,751	1,878 Added 32.82%	7,600 $507,000
Q3 2024 Nov 08, 2024	BUY	$60.05 - $65.83 $113,914 - $124,879	1,897 Added 49.59%	5,722 $376,000
Q2 2024 Jul 22, 2024	BUY	$60.74 - $64.14 $11,297 - $11,930	186 Added 5.11%	3,825 $240,000
Q1 2024 May 13, 2024	SELL	$56.46 - $64.26 $5,928 - $6,747	-105 Reduced 2.8%	3,639 $233,000
Q4 2023 Feb 02, 2024	BUY	$49.96 - $58.08 $187,050 - $217,451	3,744 New	3,744 $216,000

Others Institutions Holding AVLV

# of Institutions

390

Shares Held

107M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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Atria Wealth Solutions, Inc. American Centy ETF Tr Avantis Transaction History