Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 8,652 shares of AVLV stock, worth $627,616. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,652

Previous 10,162 14.86%

Holding current value

$627,616

Previous $662,000 10.88%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$56.85 - $68.21 $85,843 - $102,997	-1,510 Reduced 14.86%	8,652 $590,000
Q1 2025 Apr 21, 2025	SELL	$63.51 - $70.42 $361,625 - $400,971	-5,694 Reduced 35.91%	10,162 $662,000
Q4 2024 Feb 10, 2025	BUY	$65.51 - $71.22 $83,263 - $90,520	1,271 Added 8.71%	15,856 $1.06 Million
Q3 2024 Oct 31, 2024	BUY	$60.05 - $65.83 $570,475 - $625,385	9,500 Added 186.82%	14,585 $960,000
Q2 2024 Jul 16, 2024	SELL	$60.74 - $64.14 $6,742 - $7,119	-111 Reduced 2.14%	5,085 $319,000
Q1 2024 May 06, 2024	SELL	$56.46 - $64.26 $2,540 - $2,891	-45 Reduced 0.86%	5,196 $333,000
Q4 2023 Feb 07, 2024	BUY	$49.96 - $58.08 $15,587 - $18,120	312 Added 6.33%	5,241 $302,000
Q3 2023 Nov 13, 2023	BUY	$52.22 - $56.04 $257,392 - $276,221	4,929 New	4,929 $259,000

Others Institutions Holding AVLV

# of Institutions

391

Shares Held

107M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History