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 616,096 shares of AVLV stock, worth $38.7 Million. This represents 6.28% of its overall portfolio holdings.

Number of Shares
616,096
Previous 278,849 120.94%
Holding current value
$38.7 Million
Previous $16.1 Million 145.81%
% of portfolio
6.28%
Previous 2.82%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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