A detailed history of Wealthcare Advisory Partners LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 19,288 shares of AVLV stock, worth $1.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,288
Previous 17,143 12.51%
Holding current value
$1.33 Million
Previous $1.08 Million 17.83%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$60.05 - $65.83 $128,807 - $141,205
2,145 Added 12.51%
19,288 $1.27 Million
Q2 2024

Aug 09, 2024

SELL
$60.74 - $64.14 $58,310 - $61,574
-960 Reduced 5.3%
17,143 $1.08 Million
Q1 2024

Apr 15, 2024

SELL
$56.46 - $64.26 $45,055 - $51,279
-798 Reduced 4.22%
18,103 $1.16 Million
Q4 2023

Feb 06, 2024

BUY
$49.96 - $58.08 $98,221 - $114,185
1,966 Added 11.61%
18,901 $1.09 Million
Q3 2023

Oct 12, 2023

BUY
$52.22 - $56.04 $147,521 - $158,313
2,825 Added 20.02%
16,935 $892,000
Q2 2023

Jul 17, 2023

BUY
$49.22 - $53.35 $694,494 - $752,768
14,110 New
14,110 $752,000

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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