Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Yardley Wealth Management LLC

  • $183 Million
  • Q2 2025

A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 101,523 shares of AVLV stock, worth $7.04 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares
101,523
Previous 97,926 3.67%
Holding current value
$7.04 Million
Previous $6.39 Million 8.44%
% of portfolio
3.79%
Previous 3.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$56.85 - $68.21 $204,489 - $245,351
3,597 Added 3.67%
101,523 $6.93 Million
Q1 2025

Apr 25, 2025
SELL
$63.51 - $70.42 $904,064 - $1 Million
-14,235 Reduced 12.69%
97,926 $6.39 Million
Q4 2024

Feb 10, 2025
BUY
$65.51 - $71.22 $1.2 Million - $1.3 Million
18,269 Added 19.46%
112,161 $7.48 Million
Q3 2024

Nov 08, 2024
BUY
$60.05 - $65.83 $5.64 Million - $6.18 Million
93,892 New
93,892 $6.18 Million

Others Institutions Holding AVLV

# of Institutions
385
Shares Held
92.7M
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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