A detailed history of Wealth Enhancement Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,970,454 shares of AVLV stock, worth $469 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
6,970,454
Previous 6,251,242 11.51%
Holding current value
$469 Million
Previous $402 Million 9.04%
% of portfolio
1.09%
Previous 1.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$60.74 - $64.14 $43.7 Million - $46.1 Million
719,212 Added 11.51%
6,970,454 $438 Million
Q1 2024

Apr 15, 2024

BUY
$56.46 - $64.26 $343 Million - $391 Million
6,077,100 Added 3489.74%
6,251,242 $402 Million
Q4 2023

Jan 30, 2024

SELL
$49.96 - $58.08 $594,174 - $690,745
-11,893 Reduced 6.39%
174,142 $10.1 Million
Q3 2023

Nov 13, 2023

BUY
$52.22 - $56.04 $9 Million - $9.66 Million
172,356 Added 1260.0%
186,035 $9.8 Million
Q2 2023

Jul 21, 2023

BUY
$49.22 - $53.35 $3,593 - $3,894
73 Added 0.54%
13,679 $729,000
Q1 2023

Apr 25, 2023

SELL
$48.59 - $54.44 $97 - $108
-2 Reduced 0.01%
13,606 $695,000
Q4 2022

Feb 01, 2023

BUY
$45.92 - $53.52 $2,892 - $3,371
63 Added 0.47%
13,608 $682,000
Q3 2022

Oct 17, 2022

BUY
$44.13 - $51.78 $597,740 - $701,360
13,545 New
13,545 $629,000

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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