Planwiser Financial, LLC American Centy ETF Tr Avantis Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Planwiser Financial, LLC holds 77,773 shares of AVLV stock, worth $5.65 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares
77,773
Previous 76,960 1.06%
Holding current value
$5.65 Million
Previous $5.41 Billion 4.61%
% of portfolio
4.49%
Previous 4.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$68.33 - $72.69 $55,552 - $59,096
813 Added 1.06%
77,773 $5.66 Billion
Q2 2025

Aug 13, 2025
SELL
$56.85 - $68.21 $67,878 - $81,442
-1,194 Reduced 1.53%
76,960 $5.41 Billion
Q1 2025

May 08, 2025
BUY
$63.51 - $70.42 $4.96 Million - $5.5 Million
78,154 New
78,154 $4.94 Billion

Others Institutions Holding AVLV

# of Institutions
420
Shares Held
109M
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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