Ep Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,817 shares of AVLV stock, worth $188,231. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,817
Previous 3,543 20.49%
Holding current value
$188,231
Previous $236,000 22.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2025
SELL
$63.51 - $70.42 $46,108 - $51,124
-726 Reduced 20.49%
2,817 $183,000
Q4 2024

Feb 13, 2025
BUY
$65.51 - $71.22 $232,101 - $252,332
3,543 New
3,543 $236,000
Q1 2024

May 14, 2024
BUY
$56.46 - $64.26 $129,293 - $147,155
2,290 New
2,290 $147,000

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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