A detailed history of Oppenheimer & CO Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Oppenheimer & CO Inc holds 3,176 shares of AVLV stock, worth $199,452. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,176
Previous 3,486 8.89%
Holding current value
$199,452
Previous $232,000 10.78%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 22, 2025

SELL
$63.51 - $70.42 $19,688 - $21,830
-310 Reduced 8.89%
3,176 $207,000
Q4 2024

Feb 04, 2025

BUY
$65.51 - $71.22 $1,113 - $1,210
17 Added 0.49%
3,486 $232,000
Q3 2024

Nov 05, 2024

BUY
$60.05 - $65.83 $208,313 - $228,364
3,469 New
3,469 $228,000

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Oppenheimer & CO Inc Portfolio

Follow Oppenheimer & CO Inc 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 Oppenheimer & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Oppenheimer & CO Inc with notifications on news.