Wescott Financial Advisory Group, LLC American Centy ETF Tr Avantis Transaction History

Wescott Financial Advisory Group, LLC

  • $857 Million
  • Q1 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,988 shares of AVLV stock, worth $271,582. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,988
Previous 3,113 28.11%
Holding current value
$271,582
Previous $207,000 25.6%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$63.51 - $70.42 $55,571 - $61,617
875 Added 28.11%
3,988 $260,000
Q3 2024

Nov 12, 2024
BUY
$60.05 - $65.83 $186,935 - $204,928
3,113 New
3,113 $204,000

Others Institutions Holding AVLV

# of Institutions
373
Shares Held
78.8M
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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