Websterrogers Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History

Websterrogers Financial Advisors, LLC

  • $279 Million
  • Q3 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 299,645 shares of AVLV stock, worth $20.2 Million. This represents 7.06% of its overall portfolio holdings.

Number of Shares
299,645
Previous 304,436 1.57%
Holding current value
$20.2 Million
Previous $19.1 Million 3.11%
% of portfolio
7.06%
Previous 6.99%

Shares

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

Oct 15, 2024
SELL
$60.05 - $65.83 $287,699 - $315,391
-4,791 Reduced 1.57%
299,645 $19.7 Million
Q2 2024

Jul 12, 2024
BUY
$60.74 - $64.14 $223,523 - $236,035
3,680 Added 1.22%
304,436 $19.1 Million
Q1 2024

May 14, 2024
BUY
$56.46 - $64.26 $1.37 Million - $1.56 Million
24,329 Added 8.8%
300,756 $19.3 Million
Q4 2023

Feb 14, 2024
SELL
$49.96 - $58.08 $2.13 Million - $2.48 Million
-42,714 Reduced 13.38%
276,427 $16 Million
Q3 2023

Nov 01, 2023
SELL
$52.22 - $56.04 $16.1 Million - $17.3 Million
-307,961 Reduced 49.11%
319,141 $16.8 Million
Q2 2023

Jul 26, 2023
BUY
$49.22 - $53.35 $17.7 Million - $19.2 Million
359,517 Added 134.36%
627,102 $33.5 Million
Q1 2023

May 03, 2023
BUY
$48.59 - $54.44 $1.15 Million - $1.29 Million
23,743 Added 9.74%
267,585 $13.7 Million
Q4 2022

Feb 06, 2023
BUY
$45.92 - $53.52 $11.2 Million - $13.1 Million
243,842 New
243,842 $12.2 Million

Others Institutions Holding AVLV

# of Institutions
263
Shares Held
52.5M
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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