Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Level Financial Advisors, Inc.

$210 Million
Q1 2024

A detailed history of Level Financial Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 15,537 shares of AVDE stock, worth $994,057. This represents 0.47% of its overall portfolio holdings.

Number of Shares

15,537

Previous 15,798 1.65%

Holding current value

$994,057

Previous $954,000 3.77%

% of portfolio

0.47%

Previous 0.48%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$58.3 - $63.83 $15,216 - $16,659	-261 Reduced 1.65%	15,537 $990,000
Q4 2023 Jan 22, 2024	BUY	$52.98 - $60.62 $226,648 - $259,332	4,278 Added 37.14%	15,798 $954,000
Q3 2023 Oct 18, 2023	BUY	$55.54 - $59.61 $175,228 - $188,069	3,155 Added 37.72%	11,520 $641,000
Q2 2023 Jul 14, 2023	SELL	$55.68 - $59.23 $15,757 - $16,762	-283 Reduced 3.27%	8,365 $480,000
Q1 2023 Apr 10, 2023	BUY	$53.37 - $58.39 $18,626 - $20,378	349 Added 4.21%	8,648 $493,000

Q4 2022 Jan 23, 2023	BUY	$48.94 - $54.96 $94,209 - $105,798	1,925 Added 30.2%	8,299 $0
Q3 2022 Oct 18, 2022	BUY	$46.44 - $54.56 $56,192 - $66,017	1,210 Added 23.43%	6,374 $291,000
Q2 2022 Aug 10, 2022	BUY	$50.6 - $61.08 $196,277 - $236,929	3,879 Added 301.87%	5,164 $263,000
Q1 2022 Apr 08, 2022	BUY	$55.3 - $64.55 $58,894 - $68,745	1,065 Added 484.09%	1,285 $78,000
Q4 2021 Jan 20, 2022	BUY	$60.93 - $65.74 $13,404 - $14,462	220 New	220 $14,000

Others Institutions Holding AVDE

# of Institutions

326

Shares Held

55.3M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History