Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Wcg Wealth Advisors LLC

  • $1.21 Billion
  • Q1 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 146,596 shares of AVLV stock, worth $9.8 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
146,596
Previous 146,596 -0.0%
Holding current value
$9.8 Million
Previous $9.56 Million 0.01%
% of portfolio
0.79%
Previous 0.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
373
Shares Held
78.8M
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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