Keener Financial Planning LLC American Centy ETF Tr Avantis Transaction History

Keener Financial Planning LLC

  • $201 Million
  • Q2 2025

A detailed history of Keener Financial Planning LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Keener Financial Planning LLC holds 199,443 shares of AVLV stock, worth $14.3 Million. This represents 6.78% of its overall portfolio holdings.

Number of Shares
199,443
Previous 157,594 26.55%
Holding current value
$14.3 Million
Previous $10.3 Million 32.39%
% of portfolio
6.78%
Previous 6.68%

Shares

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

Jul 24, 2025
BUY
$56.85 - $68.21 $2.38 Million - $2.85 Million
41,849 Added 26.55%
199,443 $13.6 Million
Q1 2025

May 09, 2025
SELL
$63.51 - $70.42 $622,398 - $690,116
-9,800 Reduced 5.85%
157,594 $10.3 Million
Q4 2024

Jan 29, 2025
BUY
$65.51 - $71.22 $1.4 Million - $1.53 Million
21,431 Added 14.68%
167,394 $11.2 Million
Q3 2024

Oct 18, 2024
BUY
$60.05 - $65.83 $3.9 Million - $4.27 Million
64,916 Added 80.1%
145,963 $9.61 Million
Q2 2024

Jul 26, 2024
BUY
$60.74 - $64.14 $4.92 Million - $5.2 Million
81,047 New
81,047 $5.09 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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