Wespac Advisors So Cal, LLC American Centy ETF Tr Avantis Transaction History

Wespac Advisors So Cal, LLC

  • $435 Million
  • Q4 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 4,853 shares of AVLV stock, worth $337,720. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,853
Previous 5,411 10.31%
Holding current value
$337,720
Previous $356,000 8.99%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$65.51 - $71.22 $36,554 - $39,740
-558 Reduced 10.31%
4,853 $324,000
Q3 2024

Nov 06, 2024
SELL
$60.05 - $65.83 $9.33 Million - $10.2 Million
-155,351 Reduced 96.63%
5,411 $356,000
Q2 2024

Jul 23, 2024
BUY
$60.74 - $64.14 $353,203 - $372,974
5,815 Added 3.75%
160,762 $10.1 Million
Q1 2024

Apr 18, 2024
BUY
$56.46 - $64.26 $8.75 Million - $9.96 Million
154,947 New
154,947 $9.96 Million

Others Institutions Holding AVLV

# of Institutions
306
Shares Held
59M
Call Options Held
100
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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