Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History

Lifestyle Asset Management, Inc.

  • $184 Billion
  • Q4 2024

A detailed history of Lifestyle Asset Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 159,860 shares of AVLV stock, worth $10.8 Million. This represents 5.82% of its overall portfolio holdings.

Number of Shares
159,860
Previous 187,577 14.78%
Holding current value
$10.8 Million
Previous $12.3 Billion 13.56%
% of portfolio
5.82%
Previous 6.82%

Shares

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

Jan 17, 2025
SELL
$65.51 - $71.22 $1.82 Million - $1.97 Million
-27,717 Reduced 14.78%
159,860 $10.7 Billion
Q3 2024

Oct 31, 2024
SELL
$60.05 - $65.83 $24,380 - $26,726
-406 Reduced 0.22%
187,577 $12.3 Billion
Q2 2024

Jul 19, 2024
BUY
$60.74 - $64.14 $1.7 Million - $1.8 Million
27,997 Added 17.5%
187,983 $11.8 Billion
Q1 2024

Apr 19, 2024
BUY
$56.46 - $64.26 $9.03 Million - $10.3 Million
159,986 New
159,986 $10.3 Billion

Others Institutions Holding AVLV

# of Institutions
347
Shares Held
65.1M
Call Options Held
0
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Lifestyle Asset Management, Inc. Portfolio

Follow Lifestyle Asset Management, 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 Lifestyle Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifestyle Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email