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

Level Financial Advisors, Inc.

$271 Million
Q1 2025

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 5,416 shares of AVLV stock, worth $338,500. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,416

Previous 3,156 71.61%

Holding current value

$338,500

Previous $210,000 66.67%

% of portfolio

0.13%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$63.51 - $70.42 $143,532 - $159,149	2,260 Added 71.61%	5,416 $350,000
Q4 2024 Jan 22, 2025	BUY	$65.51 - $71.22 $206,749 - $224,770	3,156 New	3,156 $210,000
Q4 2023 Jan 22, 2024	BUY	$49.96 - $58.08 $39,168 - $45,534	784 Added 39.34%	2,777 $160,000
Q3 2023 Oct 18, 2023	BUY	$52.22 - $56.04 $20,365 - $21,855	390 Added 24.33%	1,993 $104,000
Q2 2023 Jul 14, 2023	BUY	$49.22 - $53.35 $57,095 - $61,886	1,160 Added 261.85%	1,603 $85,000
Q1 2023 Apr 10, 2023	BUY	$48.59 - $54.44 $2,769 - $3,103	57 Added 14.77%	443 $22,000
Q4 2022 Jan 23, 2023	BUY	$45.92 - $53.52 $1,928 - $2,247	42 Added 12.21%	386 $0
Q3 2022 Oct 18, 2022	BUY	$44.13 - $51.78 $13,150 - $15,430	298 Added 647.83%	344 $15,000
Q2 2022 Aug 10, 2022	BUY	$45.84 - $54.78 $2,108 - $2,519	46 New	46 $2,000

Others Institutions Holding AVLV

# of Institutions

361

Shares Held

67.6M

Call Options Held

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Account

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