Canvas Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Canvas Wealth Advisors, LLC

$389 Million
Q4 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 23,959 shares of AVLV stock, worth $1.64 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

23,959

Previous 23,727 0.98%

Holding current value

$1.64 Million

Previous $1.56 Million 2.43%

% of portfolio

0.41%

Previous 0.44%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$65.51 - $71.22 $15,198 - $16,523	232 Added 0.98%	23,959 $1.6 Million
Q3 2024 Oct 15, 2024	SELL	$60.05 - $65.83 $95,179 - $104,340	-1,585 Reduced 6.26%	23,727 $1.56 Million
Q2 2024 Aug 01, 2024	BUY	$60.74 - $64.14 $469,884 - $496,187	7,736 Added 44.01%	25,312 $1.59 Million
Q1 2024 Apr 23, 2024	BUY	$56.46 - $64.26 $744,312 - $847,139	13,183 Added 300.09%	17,576 $1.13 Million
Q4 2023 Jan 17, 2024	BUY	$49.96 - $58.08 $219,474 - $255,145	4,393 New	4,393 $253,000

Others Institutions Holding AVLV

# of Institutions

344

Shares Held

64.8M

Call Options Held

Put Options Held

100

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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Canvas Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History