Creative Planning American Centy ETF Tr Avantis Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 99,617 shares of AVLV stock, worth $6.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

99,617

Previous 97,540 2.13%

Holding current value

$6.48 Million

Previous $6.42 Million 3.58%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$65.51 - $71.22 $136,064 - $147,923	2,077 Added 2.13%	99,617 $6.65 Million
Q3 2024 Oct 11, 2024	SELL	$60.05 - $65.83 $183,212 - $200,847	-3,051 Reduced 3.03%	97,540 $6.42 Million
Q2 2024 Aug 15, 2024	BUY	$60.74 - $64.14 $3.32 Million - $3.5 Million	54,577 Added 118.61%	100,591 $6.32 Million
Q1 2024 May 10, 2024	BUY	$56.46 - $64.26 $103,152 - $117,403	1,827 Added 4.13%	46,014 $2.96 Million
Q4 2023 Feb 14, 2024	SELL	$49.96 - $58.08 $10,241 - $11,906	-205 Reduced 0.46%	44,187 $2.55 Million
Q3 2023 Nov 16, 2023	BUY	$52.22 - $56.04 $21,566 - $23,144	413 Added 0.94%	44,392 $2.34 Million
Q2 2023 Jul 21, 2023	BUY	$49.22 - $53.35 $4,183 - $4,534	85 Added 0.19%	43,979 $2.35 Million
Q1 2023 May 15, 2023	BUY	$48.59 - $54.44 $7,191 - $8,057	148 Added 0.34%	43,894 $2.24 Million
Q4 2022 Feb 10, 2023	BUY	$45.92 - $53.52 $2.01 Million - $2.34 Million	43,746 New	43,746 $2.2 Million

Others Institutions Holding AVLV

# of Institutions

351

Shares Held

65.9M

Call Options Held

Put Options Held

100

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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Creative Planning American Centy ETF Tr Avantis Transaction History