Moneta Group Investment Advisors LLC American Centy ETF Tr Avantis Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 3,312 shares of AVLV stock, worth $240,749. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,312
Previous 3,483 4.91%
Holding current value
$240,749
Previous $227,000 0.88%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$56.85 - $68.21 $9,721 - $11,663
-171 Reduced 4.91%
3,312 $225,000
Q1 2025

May 15, 2025
BUY
$63.51 - $70.42 $12,384 - $13,731
195 Added 5.93%
3,483 $227,000
Q4 2024

Feb 11, 2025
BUY
$65.51 - $71.22 $215,396 - $234,171
3,288 New
3,288 $219,000

Others Institutions Holding AVLV

# of Institutions
401
Shares Held
108M
Call Options Held
0
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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