Heritage Wealth Management, Inc. /Ca/ American Centy ETF Tr Avantis Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 204,859 shares of AVLV stock, worth $14.9 Million. This represents 9.92% of its overall portfolio holdings.

Number of Shares
204,859
Previous 206,497 0.79%
Holding current value
$14.9 Million
Previous $14.1 Billion 5.1%
% of portfolio
9.92%
Previous 9.39%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$68.33 - $72.69 $111,924 - $119,066
-1,638 Reduced 0.79%
204,859 $14.8 Billion
Q2 2025

Jul 28, 2025
BUY
$56.85 - $68.21 $602,610 - $723,025
10,600 Added 5.41%
206,497 $14.1 Billion
Q1 2025

Apr 30, 2025
BUY
$63.51 - $70.42 $347,590 - $385,408
5,473 Added 2.87%
195,897 $12.8 Billion
Q4 2024

Feb 11, 2025
SELL
$65.51 - $71.22 $631,450 - $686,489
-9,639 Reduced 4.82%
190,424 $12.7 Billion
Q3 2024

Oct 18, 2024
BUY
$60.05 - $65.83 $277,491 - $304,200
4,621 Added 2.36%
200,063 $13.2 Billion
Q2 2024

Jul 25, 2024
BUY
$60.74 - $64.14 $506,146 - $534,478
8,333 Added 4.45%
195,442 $12.3 Billion
Q1 2024

May 06, 2024
BUY
$56.46 - $64.26 $283,880 - $323,099
5,028 Added 2.76%
187,109 $12 Billion
Q4 2023

Feb 14, 2024
BUY
$49.96 - $58.08 $9.1 Million - $10.6 Million
182,081 New
182,081 $10.5 Billion

Others Institutions Holding AVLV

# of Institutions
420
Shares Held
109M
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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