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 189,161 shares of AVLV stock, worth $13 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
189,161
Previous 193,719 2.35%
Holding current value
$13 Million
Previous $12.2 Million 2.29%
% of portfolio
0.84%
Previous 0.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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