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

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 17,231 shares of AVLV stock, worth $1.15 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,231
Previous 12,416 38.78%
Holding current value
$1.15 Million
Previous $830 Million 30.45%
% of portfolio
0.08%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$63.51 - $70.42 $305,800 - $339,072
4,815 Added 38.78%
17,231 $1.08 Billion
Q4 2024

Jan 16, 2025
BUY
$65.51 - $71.22 $207,273 - $225,340
3,164 Added 34.2%
12,416 $830 Million
Q3 2024

Oct 25, 2024
BUY
$60.05 - $65.83 $555,582 - $609,059
9,252 New
9,252 $614 Million

Others Institutions Holding AVLV

# of Institutions
373
Shares Held
78.8M
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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