Summit Financial Strategies, Inc. American Centy ETF Tr Avantis Transaction History

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025

A detailed history of Summit Financial Strategies, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 36,821 shares of AVLV stock, worth $2.65 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
36,821
Previous 37,347 1.41%
Holding current value
$2.65 Million
Previous $2.55 Million 4.44%
% of portfolio
0.25%
Previous 0.26%

Shares

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

Oct 22, 2025
SELL
$68.33 - $72.69 $35,941 - $38,234
-526 Reduced 1.41%
36,821 $2.66 Million
Q2 2025

Jul 17, 2025
BUY
$56.85 - $68.21 $1.84 Million - $2.21 Million
32,327 Added 643.96%
37,347 $2.55 Million
Q1 2024

May 09, 2024
SELL
$56.46 - $64.26 $46,692 - $53,143
-827 Reduced 14.14%
5,020 $322,000
Q4 2023

Feb 13, 2024
BUY
$49.96 - $58.08 $292,116 - $339,593
5,847 New
5,847 $337,000

Others Institutions Holding AVLV

# of Institutions
402
Shares Held
107M
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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