Falcon Wealth Planning American Centy ETF Tr Avantis Transaction History

Falcon Wealth Planning

  • $798 Million
  • Q3 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 1,115,395 shares of AVLV stock, worth $74.6 Million. This represents 9.2% of its overall portfolio holdings.

Number of Shares
1,115,395
Previous 878,216 27.01%
Holding current value
$74.6 Million
Previous $55.2 Million 33.05%
% of portfolio
9.2%
Previous 7.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
284
Shares Held
57.4M
Call Options Held
100
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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