Stordahl Capital Management, Inc. American Centy ETF Tr Avantis Transaction History

Stordahl Capital Management, Inc.

$421 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$65.51 - $71.22 $216,445 - $235,310	3,304 New	3,304 $220,000

Others Institutions Holding AVLV

# of Institutions

373

Shares Held

78.8M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

9.9M
Shares

$674 Million
1.32% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

6.18M
Shares

$421 Million
0.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.75M
Shares

$187 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

2.28M
Shares

$155 Million
0.06% of portfolio
Northwestern Mutual Wealth Management CO

2.03M
Shares

$138 Million
0.11% of portfolio

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 Stordahl Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stordahl Capital Management, Inc. with notifications on news.