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

Total Wealth Planning, LLC

$611 Million
Q1 2025

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 58,113 shares of AVIV stock, worth $3.39 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

58,113

Previous 62,281 6.69%

Holding current value

$3.39 Million

Previous $3.23 Million 1.89%

% of portfolio

0.54%

Previous 0.53%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$51.51 - $58.54 $214,693 - $243,994	-4,168 Reduced 6.69%	58,113 $3.29 Million
Q4 2024 Jan 15, 2025	SELL	$51.24 - $55.81 $85,519 - $93,146	-1,669 Reduced 2.61%	62,281 $3.23 Million
Q3 2024 Oct 10, 2024	SELL	$50.37 - $56.43 $119,376 - $133,739	-2,370 Reduced 3.57%	63,950 $3.59 Million
Q2 2024 Aug 02, 2024	SELL	$52.26 - $55.37 $223,934 - $237,260	-4,285 Reduced 6.07%	66,320 $3.48 Million
Q1 2024 Apr 18, 2024	SELL	$49.42 - $54.08 $97,752 - $106,970	-1,978 Reduced 2.73%	70,605 $3.82 Million
Q4 2023 Feb 05, 2024	SELL	$45.8 - $51.67 $96,912 - $109,333	-2,116 Reduced 2.83%	72,583 $3.74 Million
Q3 2023 Nov 08, 2023	SELL	$47.37 - $50.8 $6,489 - $6,959	-137 Reduced 0.18%	74,699 $3.6 Million
Q2 2023 Jul 31, 2023	SELL	$46.67 - $50.33 $7,047 - $7,599	-151 Reduced 0.2%	74,836 $3.64 Million
Q1 2023 Apr 14, 2023	BUY	$45.01 - $49.82 $12,332 - $13,650	274 Added 0.37%	74,987 $3.61 Million
Q4 2022 Feb 02, 2023	BUY	$38.26 - $46.54 $2.55 Million - $3.1 Million	66,545 Added 814.7%	74,713 $3.37 Million
Q3 2022 Nov 14, 2022	BUY	$37.72 - $44.87 $308,096 - $366,498	8,168 New	8,168 $310,000

Others Institutions Holding AVIV

# of Institutions

125

Shares Held

7.66M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

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