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

Us Advisors Wealth Management, LLC

  • $265 Million
  • Q1 2024

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 21,770 shares of AVLV stock, worth $1.37 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
21,770
Previous 22,575 3.57%
Holding current value
$1.37 Million
Previous $1.3 Million 6.98%
% of portfolio
0.53%
Previous 0.54%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$49.56 - $53.52 $19,477 - $21,033
393 Added 2.14%
18,761 $942,000
Q3 2022

Nov 14, 2022
BUY
$44.84 - $51.78 $70,264 - $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
220
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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