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 $322,870. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,853

Previous 5,411 10.31%

Holding current value

$322,870

Previous $356,000 8.99%

% of portfolio

0.07%

Previous 0.08%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

351

Shares Held

65.9M

Call Options Held

Put Options Held

100

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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