Total Wealth Planning, LLC American Centy ETF Tr Avantis Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Total Wealth Planning, LLC holds 60,024 shares of AVLV stock, worth $3.94 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
60,024
Previous 61,791 2.86%
Holding current value
$3.94 Million
Previous $4.07 Million 1.48%
% of portfolio
0.66%
Previous 0.67%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$65.51 - $71.22 $115,756 - $125,845
-1,767 Reduced 2.86%
60,024 $4.01 Million
Q3 2024

Oct 10, 2024
SELL
$60.05 - $65.83 $124,303 - $136,268
-2,070 Reduced 3.24%
61,791 $4.07 Million
Q2 2024

Aug 02, 2024
SELL
$60.74 - $64.14 $113,401 - $119,749
-1,867 Reduced 2.84%
63,861 $4.01 Million
Q1 2024

Apr 18, 2024
SELL
$56.46 - $64.26 $433,838 - $493,773
-7,684 Reduced 10.47%
65,728 $4.22 Million
Q4 2023

Feb 05, 2024
SELL
$49.96 - $58.08 $131,045 - $152,343
-2,623 Reduced 3.45%
73,412 $4.24 Million
Q3 2023

Nov 08, 2023
BUY
$52.22 - $56.04 $7,989 - $8,574
153 Added 0.2%
76,035 $4.01 Million
Q2 2023

Jul 31, 2023
SELL
$49.22 - $53.35 $562,781 - $610,003
-11,434 Reduced 13.09%
75,882 $4.05 Million
Q1 2023

Apr 14, 2023
BUY
$48.59 - $54.44 $624,478 - $699,662
12,852 Added 17.26%
87,316 $4.46 Million
Q4 2022

Feb 02, 2023
BUY
$45.92 - $53.52 $1.67 Million - $1.95 Million
36,408 Added 95.67%
74,464 $3.74 Million
Q3 2022

Nov 14, 2022
BUY
$44.13 - $51.78 $1.28 Million - $1.51 Million
29,067 Added 323.36%
38,056 $1.69 Million
Q2 2022

Aug 01, 2022
BUY
$45.84 - $54.78 $412,055 - $492,417
8,989 New
8,989 $414,000

Others Institutions Holding AVLV

# of Institutions
351
Shares Held
65.9M
Call Options Held
0
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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