Valmark Advisers, Inc. American Centy ETF Tr Avantis Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	SELL	$65.51 - $71.22 $26,466 - $28,772	-404 Reduced 9.76%	3,736 $249,000
Q3 2024 Oct 25, 2024	BUY	$60.05 - $65.83 $248,607 - $272,536	4,140 New	4,140 $272,000

Others Institutions Holding AVLV

# of Institutions

373

Shares Held

78.8M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

9.9M
Shares

$662 Million
1.32% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

6.18M
Shares

$413 Million
0.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.75M
Shares

$184 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

2.28M
Shares

$152 Million
0.06% of portfolio
Northwestern Mutual Wealth Management CO

2.03M
Shares

$136 Million
0.11% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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