A detailed history of Avidian Wealth Solutions, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 6,400 shares of AVLV stock, worth $420,416. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,400
Previous 4,000 60.0%
Holding current value
$420,416
Previous $257,000 56.42%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 06, 2024

BUY
$60.74 - $64.14 $145,776 - $153,936
2,400 Added 60.0%
6,400 $402,000
Q1 2024

May 03, 2024

BUY
$56.46 - $64.26 $225,840 - $257,040
4,000 New
4,000 $257,000
Q3 2023

Oct 13, 2023

BUY
$52.22 - $56.04 $259,376 - $278,350
4,967 Added 9.34%
58,134 $3.06 Million
Q2 2023

Aug 03, 2023

BUY
$49.22 - $53.35 $2.62 Million - $2.84 Million
53,167 New
53,167 $2.84 Million

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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