Ccg Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Ccg Wealth Management, LLC

  • $187 Million
  • Q2 2025

A detailed history of Ccg Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 11,004 shares of AVLV stock, worth $771,160. This represents 0.4% of its overall portfolio holdings.

Number of Shares
11,004
Previous 9,262 18.81%
Holding current value
$771,160
Previous $603,000 24.38%
% of portfolio
0.4%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$56.85 - $68.21 $99,032 - $118,821
1,742 Added 18.81%
11,004 $750,000
Q1 2025

Apr 22, 2025
BUY
$63.51 - $70.42 $189,005 - $209,569
2,976 Added 47.34%
9,262 $603,000
Q4 2024

Jan 24, 2025
BUY
$65.51 - $71.22 $131,937 - $143,437
2,014 Added 47.14%
6,286 $419,000
Q3 2024

Oct 15, 2024
BUY
$60.05 - $65.83 $256,533 - $281,225
4,272 New
4,272 $281,000

Others Institutions Holding AVLV

# of Institutions
379
Shares Held
82.6M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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