Atala Financial Inc American Centy ETF Tr Avantis Transaction History

Atala Financial Inc

$160 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$63.51 - $70.42 $22,228 - $24,647	350 Added 47.04%	1,094 $71.5 Million
Q4 2024 Feb 10, 2025	BUY	$65.51 - $71.22 $48,739 - $52,987	744 New	744 $49.7 Million

Others Institutions Holding AVLV

# of Institutions

419

Shares Held

109M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

14.1M
Shares

$1.02 Billion
0.63% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$792 Million
0.24% of portfolio
Wealth Enhancement Advisory Services, LLC

10.4M
Shares

$754 Million
1.15% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.57M
Shares

$259 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.58M
Shares

$187 Million
0.06% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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