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

Summit Financial Strategies, Inc.

  • $998 Million
  • Q2 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 37,347 shares of AVLV stock, worth $2.63 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
37,347
Previous 5,020 643.96%
Holding current value
$2.63 Million
Previous $327,000 678.9%
% of portfolio
0.26%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
378
Shares Held
82.5M
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
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, 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 Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email