Wheelhouse Advisory Group LLC American Centy ETF Tr Avantis Transaction History

Wheelhouse Advisory Group LLC

$203 Billion
Q2 2025

A detailed history of Wheelhouse Advisory Group LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 139,517 shares of AVSC stock, worth $8.09 Million. This represents 6.26% of its overall portfolio holdings.

Number of Shares

139,517

Previous 127,421 9.49%

Holding current value

$8.09 Million

Previous $11.1 Billion 14.43%

% of portfolio

6.26%

Previous 6.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$42.39 - $51.76 $512,749 - $626,088	12,096 Added 9.49%	139,517 $12.7 Billion
Q1 2025 Apr 29, 2025	BUY	$48.08 - $56.12 $444,066 - $518,324	9,236 Added 7.81%	127,421 $11.1 Billion
Q4 2024 Jan 21, 2025	BUY	$52.7 - $59.57 $286,477 - $323,822	5,436 Added 4.82%	118,185 $11.4 Billion
Q3 2024 Oct 29, 2024	BUY	$49.07 - $56.13 $326,658 - $373,657	6,657 Added 6.27%	112,749 $10.8 Billion
Q2 2024 Jul 18, 2024	BUY	$47.89 - $52.25 $425,933 - $464,711	8,894 Added 9.15%	106,092 $9.5 Billion
Q1 2024 Apr 23, 2024	BUY	$47.8 - $52.36 $406,204 - $444,955	8,498 Added 9.58%	97,198 $9.11 Billion
Q4 2023 Jan 31, 2024	BUY	$41.17 - $52.01 $3.65 Million - $4.61 Million	88,700 New	88,700 $7.97 Billion

Others Institutions Holding AVSC

# of Institutions

165

Shares Held

40.8M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

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Wheelhouse Advisory Group LLC American Centy ETF Tr Avantis Transaction History