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

Level Financial Advisors, Inc.

$218 Million
Q2 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 57,661 shares of AVEM stock, worth $3.79 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

57,661

Previous 56,326 2.37%

Holding current value

$3.79 Million

Previous $3.26 Million 7.9%

% of portfolio

1.62%

Previous 1.55%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$56.42 - $62.42 $75,320 - $83,330	1,335 Added 2.37%	57,661 $3.52 Million
Q1 2024 Apr 19, 2024	BUY	$53.02 - $58.54 $280,899 - $310,144	5,298 Added 10.38%	56,326 $3.26 Million
Q4 2023 Jan 22, 2024	BUY	$51.0 - $56.39 $311,508 - $344,430	6,108 Added 13.6%	51,028 $2.88 Million
Q3 2023 Oct 18, 2023	BUY	$52.44 - $57.3 $193,818 - $211,780	3,696 Added 8.97%	44,920 $2.37 Million
Q2 2023 Jul 14, 2023	BUY	$51.46 - $55.92 $346,377 - $376,397	6,731 Added 19.51%	41,224 $2.22 Million
Q1 2023 Apr 10, 2023	BUY	$50.27 - $56.2 $49,515 - $55,357	985 Added 2.94%	34,493 $1.82 Million
Q4 2022 Jan 23, 2023	BUY	$44.87 - $52.64 $743,092 - $871,771	16,561 Added 97.72%	33,508 $0
Q3 2022 Oct 18, 2022	BUY	$45.9 - $53.37 $352,603 - $409,988	7,682 Added 82.91%	16,947 $778,000
Q2 2022 Aug 10, 2022	BUY	$51.44 - $61.32 $265,481 - $316,472	5,161 Added 125.76%	9,265 $482,000
Q1 2022 Apr 08, 2022	BUY	$54.87 - $65.28 $21,179 - $25,198	386 Added 10.38%	4,104 $243,000
Q4 2021 Jan 20, 2022	BUY	$60.96 - $66.61 $226,649 - $247,655	3,718 New	3,718 $235,000

Others Institutions Holding AVEM

# of Institutions

429

Shares Held

86.6M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

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