Shanker Valleau Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Shanker Valleau Wealth Advisors, Inc.

  • $294 Million
  • Q1 2025

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 330,827 shares of AVRE stock, worth $14.3 Million. This represents 4.84% of its overall portfolio holdings.

Number of Shares
330,827
Previous 321,502 2.9%
Holding current value
$14.3 Million
Previous $13.5 Million 5.57%
% of portfolio
4.84%
Previous 4.63%

Shares

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

Apr 16, 2025
BUY
$40.62 - $44.31 $378,781 - $413,190
9,325 Added 2.9%
330,827 $14.2 Million
Q4 2024

Jan 06, 2025
BUY
$41.03 - $46.91 $1.62 Million - $1.85 Million
39,520 Added 14.02%
321,502 $13.5 Million
Q3 2024

Oct 08, 2024
SELL
$40.95 - $48.28 $1.59 Million - $1.87 Million
-38,744 Reduced 12.08%
281,982 $13.3 Million
Q2 2024

Jul 02, 2024
BUY
$38.89 - $42.05 $730,587 - $789,951
18,786 Added 6.22%
320,726 $13.2 Million
Q1 2024

Apr 17, 2024
BUY
$40.52 - $43.42 $5.9 Million - $6.32 Million
145,624 Added 93.16%
301,940 $12.8 Million
Q4 2023

Jan 11, 2024
BUY
$35.51 - $43.68 $110,045 - $135,364
3,099 Added 2.02%
156,316 $6.77 Million
Q3 2023

Oct 12, 2023
BUY
$37.14 - $42.66 $318,401 - $365,724
8,573 Added 5.93%
153,217 $5.76 Million
Q2 2023

Jul 12, 2023
BUY
$39.41 - $41.99 $659,014 - $702,156
16,722 Added 13.07%
144,644 $5.92 Million
Q1 2023

Apr 17, 2023
BUY
$39.04 - $45.85 $214,407 - $251,808
5,492 Added 4.49%
127,922 $5.3 Million
Q4 2022

Jan 12, 2023
BUY
$36.95 - $43.22 $305,687 - $357,559
8,273 Added 7.25%
122,430 $0
Q3 2022

Oct 05, 2022
BUY
$38.51 - $49.16 $4.4 Million - $5.61 Million
114,157 New
114,157 $4.45 Million

Others Institutions Holding AVRE

# of Institutions
134
Shares Held
10.3M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Shanker Valleau Wealth Advisors, Inc. Portfolio

Follow Shanker Valleau Wealth Advisors, 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 Shanker Valleau Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shanker Valleau Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email