Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History

Lifestyle Asset Management, Inc.

$182 Billion
Q1 2025

A detailed history of Lifestyle Asset Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 31,446 shares of AVLV stock, worth $2.03 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

31,446

Previous 159,860 80.33%

Holding current value

$2.03 Million

Previous $10.7 Billion 80.79%

% of portfolio

1.13%

Previous 5.82%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$63.51 - $70.42 $8.16 Million - $9.04 Million	-128,414 Reduced 80.33%	31,446 $2.05 Billion
Q4 2024 Jan 17, 2025	SELL	$65.51 - $71.22 $1.82 Million - $1.97 Million	-27,717 Reduced 14.78%	159,860 $10.7 Billion
Q3 2024 Oct 31, 2024	SELL	$60.05 - $65.83 $24,380 - $26,726	-406 Reduced 0.22%	187,577 $12.3 Billion
Q2 2024 Jul 19, 2024	BUY	$60.74 - $64.14 $1.7 Million - $1.8 Million	27,997 Added 17.5%	187,983 $11.8 Billion
Q1 2024 Apr 19, 2024	BUY	$56.46 - $64.26 $9.03 Million - $10.3 Million	159,986 New	159,986 $10.3 Billion

Others Institutions Holding AVLV

# of Institutions

355

Shares Held

65.9M

Call Options Held

Put Options Held

100

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History