Legacy Financial Strategies, LLC American Centy ETF Tr Avantis Transaction History

Legacy Financial Strategies, LLC

  • $505 Million
  • Q2 2025

A detailed history of Legacy Financial Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 500,782 shares of AVLV stock, worth $34.9 Million. This represents 6.77% of its overall portfolio holdings.

Number of Shares
500,782
Previous 507,542 1.33%
Holding current value
$34.9 Million
Previous $32.8 Million 4.02%
% of portfolio
6.77%
Previous 7.26%

Shares

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

Jul 10, 2025
SELL
$56.85 - $68.21 $384,306 - $461,099
-6,760 Reduced 1.33%
500,782 $34.2 Million
Q1 2025

Apr 08, 2025
BUY
$63.51 - $70.42 $1.28 Million - $1.42 Million
20,160 Added 4.14%
507,542 $32.8 Million
Q4 2024

Jan 28, 2025
BUY
$65.51 - $71.22 $942,688 - $1.02 Million
14,390 Added 3.04%
487,382 $32.5 Million
Q3 2024

Oct 18, 2024
BUY
$60.05 - $65.83 $28.4 Million - $31.1 Million
472,992 New
472,992 $31.1 Million

Others Institutions Holding AVLV

# of Institutions
375
Shares Held
79.2M
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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