A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 173,215 shares of AVLV stock, worth $12.1 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
173,215
Previous 173,213 -0.0%
Holding current value
$12.1 Million
Previous $11.3 Billion 99.9%
% of portfolio
0.37%
Previous 0.37%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025

BUY
$63.51 - $70.42 $127 - $140
2 Added 0.0%
173,215 $11.3 Million
Q1 2025

May 15, 2025

BUY
$63.51 - $70.42 $49,283 - $54,645
776 Added 0.45%
173,213 $11.3 Billion
Q4 2024

May 30, 2025

SELL
$65.51 - $71.22 $238,783 - $259,596
-3,645 Reduced 2.1%
169,568 $11.3 Million
Q4 2024

May 29, 2025

SELL
$65.51 - $71.22 $238,783 - $259,596
-3,645 Reduced 2.1%
169,568 $11.3 Million
Q4 2024

Feb 11, 2025

BUY
$65.51 - $71.22 $442,192 - $480,735
6,750 Added 4.07%
172,437 $11.9 Billion
Q3 2024

May 30, 2025

SELL
$60.05 - $65.83 $449,714 - $493,000
-7,489 Reduced 4.32%
165,724 $10.9 Million
Q3 2024

May 29, 2025

SELL
$60.05 - $65.83 $449,714 - $493,000
-7,489 Reduced 4.32%
165,724 $10.9 Million
Q3 2024

Nov 05, 2024

BUY
$60.05 - $65.83 $244,763 - $268,323
4,076 Added 2.52%
165,687 $10.9 Billion
Q2 2024

May 29, 2025

SELL
$60.74 - $64.14 $702,458 - $741,779
-11,565 Reduced 6.68%
161,648 $10.2 Million
Q2 2024

Aug 07, 2024

SELL
$60.74 - $64.14 $51,143 - $54,005
-842 Reduced 0.52%
161,611 $10.2 Billion
Q1 2024

May 28, 2025

SELL
$56.46 - $64.26 $802,240 - $913,070
-14,209 Reduced 8.2%
159,004 $10.2 Billion
Q1 2024

May 13, 2024

BUY
$56.46 - $64.26 $1.98 Million - $2.25 Million
35,052 Added 27.51%
162,453 $10.3 Billion
Q4 2023

May 28, 2025

SELL
$49.96 - $58.08 $2.29 Million - $2.66 Million
-45,812 Reduced 26.45%
127,401 $7.36 Billion
Q4 2023

Feb 14, 2024

BUY
$49.96 - $58.08 $6.36 Million - $7.4 Million
127,401 New
127,401 $7.36 Billion

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.