A detailed history of Avantax Advisory Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 19,140 shares of AVLV stock, worth $1.28 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,140
Previous 18,832 1.64%
Holding current value
$1.28 Million
Previous $1.18 Million 6.42%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$60.05 - $65.83 $18,495 - $20,275
308 Added 1.64%
19,140 $1.26 Million
Q2 2024

Aug 09, 2024

SELL
$60.74 - $64.14 $169,889 - $179,399
-2,797 Reduced 12.93%
18,832 $1.18 Million
Q1 2024

May 08, 2024

BUY
$56.46 - $64.26 $679,044 - $772,855
12,027 Added 125.26%
21,629 $1.39 Million
Q4 2023

Feb 07, 2024

BUY
$49.96 - $58.08 $479,715 - $557,684
9,602 New
9,602 $554,000

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.