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

Summit Financial Strategies, Inc.

  • $679 Million
  • Q1 2024

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 5,020 shares of AVLV stock, worth $317,816. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,020
Previous 5,847 14.14%
Holding current value
$317,816
Previous $337,000 4.45%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
221
Shares Held
38.3M
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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