Shore Haven Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 138,264 shares of AVLV stock, worth $9.24 Million. This represents 4.5% of its overall portfolio holdings.

Number of Shares
138,264
Previous 134,404 2.87%
Holding current value
$9.24 Million
Previous $8.45 Million 7.77%
% of portfolio
4.5%
Previous 4.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$60.05 - $65.83 $231,793 - $254,103
3,860 Added 2.87%
138,264 $9.1 Million
Q2 2024

Jul 24, 2024
SELL
$60.74 - $64.14 $1.43 Million - $1.5 Million
-23,464 Reduced 14.86%
134,404 $8.45 Million
Q1 2024

May 02, 2024
SELL
$56.46 - $64.26 $101,853 - $115,925
-1,804 Reduced 1.13%
157,868 $10.1 Million
Q4 2023

Feb 06, 2024
SELL
$49.96 - $58.08 $2.67 Million - $3.11 Million
-53,486 Reduced 25.09%
159,672 $9.22 Million
Q3 2023

Oct 24, 2023
BUY
$52.22 - $56.04 $11.1 Million - $11.9 Million
213,158 New
213,158 $11.2 Million

Others Institutions Holding AVLV

# of Institutions
284
Shares Held
57.4M
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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