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

Heritage Wealth Management, Inc. /Ca/

  • $132 Billion
  • Q1 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 187,109 shares of AVLV stock, worth $11.8 Million. This represents 9.08% of its overall portfolio holdings.

Number of Shares
187,109
Previous 182,081 2.76%
Holding current value
$11.8 Million
Previous $10.5 Billion 14.33%
% of portfolio
9.08%
Previous 8.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
220
Shares Held
38.3M
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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