Falcon Wealth Planning American Centy ETF Tr Avantis Transaction History

Falcon Wealth Planning

  • $810 Million
  • Q4 2024

A detailed history of Falcon Wealth Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Falcon Wealth Planning holds 1,184,004 shares of AVLV stock, worth $76.6 Million. This represents 9.76% of its overall portfolio holdings.

Number of Shares
1,184,004
Previous 1,115,395 6.15%
Holding current value
$76.6 Million
Previous $73.4 Million 7.67%
% of portfolio
9.76%
Previous 9.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$65.51 - $71.22 $4.49 Million - $4.89 Million
68,609 Added 6.15%
1,184,004 $79.1 Million
Q3 2024

Oct 30, 2024
BUY
$60.05 - $65.83 $14.2 Million - $15.6 Million
237,179 Added 27.01%
1,115,395 $73.4 Million
Q2 2024

Jul 16, 2024
BUY
$60.74 - $64.14 $15.9 Million - $16.8 Million
262,120 Added 42.55%
878,216 $55.2 Million
Q1 2024

Apr 15, 2024
BUY
$56.46 - $64.26 $19 Million - $21.7 Million
337,247 Added 120.94%
616,096 $39.6 Million
Q4 2023

Jan 10, 2024
BUY
$49.96 - $58.08 $13.9 Million - $16.2 Million
278,849 New
278,849 $16.1 Million

Others Institutions Holding AVLV

# of Institutions
352
Shares Held
65.9M
Call Options Held
0
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email