A detailed history of Aveo Capital Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 8,433 shares of AVLV stock, worth $567,878. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,433
Previous 8,373 0.72%
Holding current value
$567,878
Previous $538,000 1.67%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$60.74 - $64.14 $3,644 - $3,848
60 Added 0.72%
8,433 $529,000
Q1 2024

May 06, 2024

BUY
$56.46 - $64.26 $1,580 - $1,799
28 Added 0.34%
8,373 $538,000
Q4 2023

Feb 06, 2024

SELL
$49.96 - $58.08 $18,185 - $21,141
-364 Reduced 4.18%
8,345 $482,000
Q3 2023

Nov 06, 2023

BUY
$52.22 - $56.04 $1,357 - $1,457
26 Added 0.3%
8,709 $458,000
Q2 2023

Aug 08, 2023

BUY
$49.22 - $53.35 $427,377 - $463,238
8,683 New
8,683 $463,000

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Aveo Capital Partners, LLC Portfolio

Follow Aveo Capital Partners, LLC 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 Aveo Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aveo Capital Partners, LLC with notifications on news.