Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Financial Synergies Wealth Advisors, Inc.

$918 Billion
Q2 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 6,191 shares of AVLV stock, worth $430,831. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,191

Previous 5,812 6.52%

Holding current value

$430,831

Previous $379 Million 11.42%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$56.85 - $68.21 $21,546 - $25,851	379 Added 6.52%	6,191 $422 Million
Q1 2025 Apr 30, 2025	BUY	$63.51 - $70.42 $21,974 - $24,365	346 Added 6.33%	5,812 $379 Million
Q4 2024 Jan 27, 2025	BUY	$65.51 - $71.22 $2,489 - $2,706	38 Added 0.7%	5,466 $365 Million
Q3 2024 Oct 07, 2024	BUY	$60.05 - $65.83 $19,816 - $21,723	330 Added 6.47%	5,428 $357 Million
Q2 2024 Jul 23, 2024	BUY	$60.74 - $64.14 $4,616 - $4,874	76 Added 1.51%	5,098 $320 Million
Q1 2024 Apr 12, 2024	BUY	$56.46 - $64.26 $283,542 - $322,713	5,022 New	5,022 $323 Million

Others Institutions Holding AVLV

# of Institutions

388

Shares Held

104M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History