Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Valued Wealth Advisors LLC

$216 Billion
Q3 2025

A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 173,765 shares of AVLV stock, worth $12.6 Million. This represents 5.83% of its overall portfolio holdings.

Number of Shares

173,765

Previous 160,038 8.58%

Holding current value

$12.6 Million

Previous $10.9 Billion 15.02%

% of portfolio

5.83%

Previous 5.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$68.33 - $72.69 $937,965 - $997,815	13,727 Added 8.58%	173,765 $12.6 Billion
Q2 2025 Aug 06, 2025	BUY	$56.85 - $68.21 $754,570 - $905,351	13,273 Added 9.04%	160,038 $10.9 Billion
Q1 2025 May 01, 2025	BUY	$63.51 - $70.42 $432,439 - $479,489	6,809 Added 4.87%	146,765 $9.57 Billion
Q4 2024 Jan 22, 2025	BUY	$65.51 - $71.22 $190,961 - $207,606	2,915 Added 2.13%	139,956 $9.34 Billion
Q3 2024 Oct 28, 2024	SELL	$60.05 - $65.83 $142,018 - $155,687	-2,365 Reduced 1.7%	137,041 $9.02 Billion

Q2 2024 Jul 16, 2024	BUY	$60.74 - $64.14 $163,633 - $172,793	2,694 Added 1.97%	139,406 $8.76 Billion
Q1 2024 Apr 30, 2024	BUY	$56.46 - $64.26 $713,315 - $811,860	12,634 Added 10.18%	136,712 $8.79 Billion
Q4 2023 Jan 05, 2024	BUY	$49.96 - $58.08 $6.2 Million - $7.21 Million	124,078 New	124,078 $6.54 Billion

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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Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History