Keener Financial Planning LLC American Centy ETF Tr Avantis Transaction History

Keener Financial Planning LLC

$231 Million
Q4 2025

A detailed history of Keener Financial Planning LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Keener Financial Planning LLC holds 229,126 shares of AVLV stock, worth $16.6 Million. This represents 7.5% of its overall portfolio holdings.

Number of Shares

229,126

Previous 212,828 7.66%

Holding current value

$16.6 Million

Previous $15.4 Million 12.89%

% of portfolio

7.5%

Previous 7.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$70.14 - $73.74 $1.14 Million - $1.2 Million	16,298 Added 7.66%	229,126 $17.4 Million
Q3 2025 Nov 07, 2025	BUY	$68.33 - $72.69 $914,597 - $972,955	13,385 Added 6.71%	212,828 $15.4 Million
Q2 2025 Jul 24, 2025	BUY	$56.85 - $68.21 $2.38 Million - $2.85 Million	41,849 Added 26.55%	199,443 $13.6 Million
Q1 2025 May 09, 2025	SELL	$63.51 - $70.42 $622,398 - $690,116	-9,800 Reduced 5.85%	157,594 $10.3 Million
Q4 2024 Jan 29, 2025	BUY	$65.51 - $71.22 $1.4 Million - $1.53 Million	21,431 Added 14.68%	167,394 $11.2 Million

Q3 2024 Oct 18, 2024	BUY	$60.05 - $65.83 $3.9 Million - $4.27 Million	64,916 Added 80.1%	145,963 $9.61 Million
Q2 2024 Jul 26, 2024	BUY	$60.74 - $64.14 $4.92 Million - $5.2 Million	81,047 New	81,047 $5.09 Million

Others Institutions Holding AVLV

# of Institutions

433

Shares Held

111M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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Keener Financial Planning LLC American Centy ETF Tr Avantis Transaction History