A detailed history of Wealth Architects, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Architects, LLC holds 13,275 shares of AVLV stock, worth $869,645. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,275
Previous 13,275 -0.0%
Holding current value
$869,645
Previous $853,000 2.23%
% of portfolio
0.11%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$56.46 - $64.26 $556,977 - $633,924
-9,865 Reduced 42.63%
13,275 $853,000
Q4 2023

Feb 14, 2024

SELL
$49.96 - $58.08 $147,881 - $171,916
-2,960 Reduced 11.34%
23,140 $1.34 Million
Q4 2022

Feb 09, 2023

BUY
$45.92 - $53.52 $1.2 Million - $1.4 Million
26,100 New
26,100 $1.31 Million

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.