Modern Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

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 165,687 shares of AVLV stock, worth $11.6 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
165,687
Previous 161,611 2.52%
Holding current value
$11.6 Million
Previous $10.2 Billion 7.4%
% of portfolio
0.66%
Previous 0.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Aug 07, 2024
SELL
$60.74 - $64.14 $51,143 - $54,005
-842 Reduced 0.52%
161,611 $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

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

# of Institutions
304
Shares Held
59.2M
Call Options Held
100
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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