Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Us Advisors Wealth Management, LLC

$290 Million
Q3 2025

A detailed history of Us Advisors Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 17,728 shares of AVLV stock, worth $1.29 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

17,728

Previous 19,032 6.85%

Holding current value

$1.29 Million

Previous $1.3 Million 1.39%

% of portfolio

0.44%

Previous 0.48%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$68.33 - $72.69 $89,102 - $94,787	-1,304 Reduced 6.85%	17,728 $1.28 Million
Q2 2025 Jul 22, 2025	SELL	$56.85 - $68.21 $82,432 - $98,904	-1,450 Reduced 7.08%	19,032 $1.3 Million
Q1 2025 May 06, 2025	SELL	$63.51 - $70.42 $106,061 - $117,601	-1,670 Reduced 7.54%	20,482 $1.34 Million
Q4 2024 Jan 23, 2025	SELL	$65.51 - $71.22 $10,023 - $10,896	-153 Reduced 0.69%	22,152 $1.48 Million
Q3 2024 Nov 07, 2024	BUY	$60.05 - $65.83 $300 - $329	5 Added 0.02%	22,305 $1.46 Million

Q2 2024 Aug 06, 2024	BUY	$60.74 - $64.14 $32,192 - $33,994	530 Added 2.43%	22,300 $1.4 Million
Q1 2024 May 02, 2024	SELL	$56.46 - $64.26 $45,450 - $51,729	-805 Reduced 3.57%	21,770 $1.39 Million
Q4 2023 Feb 12, 2024	BUY	$49.96 - $58.08 $126,498 - $147,058	2,532 Added 12.63%	22,575 $1.3 Million
Q3 2023 Nov 09, 2023	BUY	$52.22 - $56.04 $2,088 - $2,241	40 Added 0.2%	20,043 $1.06 Million
Q2 2023 Aug 01, 2023	BUY	$49.22 - $53.35 $45,331 - $49,135	921 Added 4.83%	20,003 $1.07 Million
Q1 2023 Apr 13, 2023	BUY	$48.59 - $54.44 $15,597 - $17,475	321 Added 1.71%	19,082 $975,000
Q4 2022 Feb 10, 2023	BUY	$45.92 - $53.52 $18,046 - $21,033	393 Added 2.14%	18,761 $942,000
Q3 2022 Nov 14, 2022	BUY	$44.13 - $51.78 $69,151 - $81,139	1,567 Added 9.33%	18,368 $816,000
Q2 2022 Aug 12, 2022	BUY	$45.84 - $54.78 $440,293 - $526,161	9,605 Added 133.48%	16,801 $775,000
Q1 2022 Jun 08, 2022	BUY	$50.32 - $55.27 $362,102 - $397,722	7,196 New	7,196 $389,000

Others Institutions Holding AVLV

# of Institutions

420

Shares Held

109M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History