Falcon Wealth Planning American Centy ETF Tr Avantis Transaction History
Falcon Wealth Planning
- $1 Billion
- Q3 2025
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 1,745,815 shares of AVLV stock, worth $127 Million. This represents 12.59% of its overall portfolio holdings.
Number of Shares
1,745,815
Previous 1,627,076
7.3%
Holding current value
$127 Million
Previous $111 Million
13.67%
% of portfolio
12.59%
Previous 12.48%
Shares
8 transactions
Others Institutions Holding AVLV
# of Institutions
401Shares Held
108MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA16.2MShares$1.17 Billion0.72% of portfolio
-
Envestnet Asset Management Inc11MShares$801 Million0.23% of portfolio
-
Wealth Enhancement Advisory Services, LLC10MShares$729 Million1.18% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.05MShares$222 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.36MShares$172 Million0.06% of portfolio