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

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 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 10,162 shares of AVLV stock, worth $705,750. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,162

Previous 15,856 35.91%

Holding current value

$705,750

Previous $1.06 Million 37.43%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

379

Shares Held

82.4M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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