Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Valued Wealth Advisors LLC

$167 Billion
Q1 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 146,765 shares of AVLV stock, worth $9.17 Million. This represents 5.74% of its overall portfolio holdings.

Number of Shares

146,765

Previous 139,956 4.87%

Holding current value

$9.17 Million

Previous $9.34 Billion 2.42%

% of portfolio

5.74%

Previous 5.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

361

Shares Held

68.4M

Call Options Held

Put Options Held

100

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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