Kestra Private Wealth Services, LLC American Centy ETF Tr Avantis Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 3,615 shares of AVLV stock, worth $249,760. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,615
Previous 35,647 89.86%
Holding current value
$249,760
Previous $2.35 Million 89.73%
% of portfolio
0.0%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$65.51 - $71.22 $2.1 Million - $2.28 Million
-32,032 Reduced 89.86%
3,615 $241,000
Q3 2024

Nov 13, 2024
BUY
$60.05 - $65.83 $796,923 - $873,629
13,271 Added 59.31%
35,647 $2.35 Million
Q2 2024

Aug 12, 2024
BUY
$60.74 - $64.14 $28,547 - $30,145
470 Added 2.15%
22,376 $1.41 Million
Q1 2024

May 02, 2024
BUY
$56.46 - $64.26 $1.24 Million - $1.41 Million
21,906 New
21,906 $1.41 Million

Others Institutions Holding AVLV

# of Institutions
316
Shares Held
61.3M
Call Options Held
100
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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