Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 147,151 shares of AVLV stock, worth $10.6 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

147,151

Previous 146,596 0.38%

Holding current value

$10.6 Million

Previous $9.56 Million 5.0%

% of portfolio

0.71%

Previous 0.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$56.85 - $68.21 $31,551 - $37,856	555 Added 0.38%	147,151 $10 Million
Q1 2025 May 14, 2025	BUY	$63.51 - $70.42 $262,740 - $291,327	4,137 Added 2.9%	146,596 $9.56 Million
Q4 2024 Feb 18, 2025	SELL	$65.51 - $71.22 $3.06 Million - $3.33 Million	-46,702 Reduced 24.69%	142,459 $9.51 Million
Q3 2024 Nov 13, 2024	SELL	$60.05 - $65.83 $273,707 - $300,053	-4,558 Reduced 2.35%	189,161 $12.5 Million
Q2 2024 Aug 12, 2024	BUY	$60.74 - $64.14 $2.72 Million - $2.87 Million	44,813 Added 30.09%	193,719 $12.2 Million
Q1 2024 May 13, 2024	BUY	$56.46 - $64.26 $8.41 Million - $9.57 Million	148,906 New	148,906 $9.57 Million

Others Institutions Holding AVLV

# of Institutions

389

Shares Held

107M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History