A detailed history of William Howard & CO Financial Advisors Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 3,700 shares of AVLV stock, worth $248,825. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,700
Previous 3,685 0.41%
Holding current value
$248,825
Previous $232,000 5.17%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Oct 28, 2024

BUY
$60.05 - $65.83 $900 - $987
15 Added 0.41%
3,700 $244,000
Q2 2024

Aug 07, 2024

BUY
$60.74 - $64.14 $971 - $1,026
16 Added 0.44%
3,685 $232,000
Q1 2024

May 15, 2024

BUY
$56.46 - $64.26 $207,151 - $235,769
3,669 New
3,669 $236,000

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
Track This Portfolio

Track William Howard & CO Financial Advisors Inc Portfolio

Follow William Howard & CO Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of William Howard & CO Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on William Howard & CO Financial Advisors Inc with notifications on news.