Legacy Capital Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Legacy Capital Wealth Partners, LLC

  • $445 Million
  • Q2 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 8,271 shares of AVLV stock, worth $597,414. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,271
Previous 11,939 30.72%
Holding current value
$597,414
Previous $778,000 27.51%
% of portfolio
0.13%
Previous 0.18%

Shares

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

Aug 13, 2025
SELL
$56.85 - $68.21 $208,525 - $250,194
-3,668 Reduced 30.72%
8,271 $564,000
Q1 2025

May 02, 2025
BUY
$63.51 - $70.42 $170,016 - $188,514
2,677 Added 28.9%
11,939 $778,000
Q4 2024

Jan 30, 2025
BUY
$65.51 - $71.22 $606,753 - $659,639
9,262 New
9,262 $618,000

Others Institutions Holding AVLV

# of Institutions
389
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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