Heritage Wealth Management, Inc. /Ca/ American Centy ETF Tr Avantis Transaction History

Heritage Wealth Management, Inc. /Ca/

$141 Billion
Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 200,063 shares of AVLV stock, worth $14.1 Million. This represents 9.34% of its overall portfolio holdings.

Number of Shares

200,063

Previous 195,442 2.36%

Holding current value

$14.1 Million

Previous $12.3 Billion 7.24%

% of portfolio

9.34%

Previous 9.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$60.05 - $65.83 $277,491 - $304,200	4,621 Added 2.36%	200,063 $13.2 Billion
Q2 2024 Jul 25, 2024	BUY	$60.74 - $64.14 $506,146 - $534,478	8,333 Added 4.45%	195,442 $12.3 Billion
Q1 2024 May 06, 2024	BUY	$56.46 - $64.26 $283,880 - $323,099	5,028 Added 2.76%	187,109 $12 Billion
Q4 2023 Feb 14, 2024	BUY	$49.96 - $58.08 $9.1 Million - $10.6 Million	182,081 New	182,081 $10.5 Billion

Others Institutions Holding AVLV

# of Institutions

306

Shares Held

59M

Call Options Held

100

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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Heritage Wealth Management, Inc. /Ca/ American Centy ETF Tr Avantis Transaction History