Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History

Shotwell Rutter Baer Inc

$147 Billion
Q2 2025

A detailed history of Shotwell Rutter Baer Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 207,156 shares of AVLV stock, worth $14.6 Million. This represents 9.82% of its overall portfolio holdings.

Number of Shares

207,156

Previous 203,263 1.92%

Holding current value

$14.6 Million

Previous $11.9 Billion 21.95%

% of portfolio

9.82%

Previous 10.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$56.85 - $68.21 $221,317 - $265,541	3,893 Added 1.92%	207,156 $14.5 Billion
Q1 2025 Apr 08, 2025	SELL	$63.51 - $70.42 $14,099 - $15,633	-222 Reduced 0.11%	203,263 $11.9 Billion
Q4 2024 Jan 13, 2025	SELL	$65.51 - $71.22 $31,248 - $33,971	-477 Reduced 0.23%	203,485 $13.6 Billion
Q3 2024 Oct 07, 2024	BUY	$60.05 - $65.83 $464,787 - $509,524	7,740 Added 3.94%	203,962 $13.5 Billion
Q2 2024 Jul 10, 2024	BUY	$60.74 - $64.14 $52,783 - $55,737	869 Added 0.44%	196,222 $12.3 Billion
Q1 2024 Apr 10, 2024	SELL	$56.46 - $64.26 $103,095 - $117,338	-1,826 Reduced 0.93%	195,353 $12.5 Billion
Q4 2023 Jan 17, 2024	BUY	$49.96 - $58.08 $9.85 Million - $11.5 Million	197,179 New	197,179 $11.3 Billion

Others Institutions Holding AVLV

# of Institutions

379

Shares Held

82.5M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shotwell Rutter Baer Inc, based on Form 13F filings with the SEC.

News

Stay updated on Shotwell Rutter Baer Inc with notifications on news.

Account

Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History