Forthright Family Wealth Advisory LLC American Centy ETF Tr Avantis Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 86,642 shares of AVLV stock, worth $5.73 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
86,642
Previous 84,482 2.56%
Holding current value
$5.73 Million
Previous $5.95 Billion 99.9%
% of portfolio
4.21%
Previous 3.82%

Shares

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

Mar 03, 2025
BUY
$65.51 - $71.22 $141,501 - $153,835
2,160 Added 2.56%
86,642 $5.79 Million
Q3 2024

Dec 09, 2024
BUY
$60.05 - $65.83 $4.75 Million - $5.2 Million
79,052 Added 1455.84%
84,482 $5.95 Billion
Q2 2024

Aug 12, 2024
BUY
$60.74 - $64.14 $329,818 - $348,280
5,430 New
5,430 $341 Million

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 Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory LLC 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 Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email