Forthright Family Wealth Advisory LLC American Centy ETF Tr Avantis Transaction History

Forthright Family Wealth Advisory LLC

  • $141 Million
  • Q2 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 86,476 shares of AVLV stock, worth $6.07 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares
86,476
Previous 88,065 1.8%
Holding current value
$6.07 Million
Previous $5.74 Million 2.72%
% of portfolio
4.18%
Previous 4.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$56.85 - $68.21 $90,334 - $108,385
-1,589 Reduced 1.8%
86,476 $5.9 Million
Q1 2025

Apr 30, 2025
BUY
$63.51 - $70.42 $90,374 - $100,207
1,423 Added 1.64%
88,065 $5.74 Million
Q4 2024

Mar 03, 2025
BUY
$65.51 - $71.22 $141,501 - $153,835
2,160 Added 2.56%
86,642 $5.79 Million
Q3 2024

Dec 09, 2024
BUY
$60.05 - $65.83 $4.75 Million - $5.2 Million
79,052 Added 1455.84%
84,482 $5.95 Billion
Q2 2024

Aug 12, 2024
BUY
$60.74 - $64.14 $329,818 - $348,280
5,430 New
5,430 $341 Million

Others Institutions Holding AVLV

# of Institutions
392
Shares Held
107M
Call Options Held
0
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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