Avidian Wealth Solutions, LLC American Centy ETF Tr Avantis Transaction History

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 7,700 shares of AVLV stock, worth $522,291. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,700
Previous 6,400 20.31%
Holding current value
$522,291
Previous $421,000 22.09%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 29, 2025
BUY
$65.51 - $71.22 $85,163 - $92,586
1,300 Added 20.31%
7,700 $514,000
Q2 2024

Aug 06, 2024
BUY
$60.74 - $64.14 $145,776 - $153,936
2,400 Added 60.0%
6,400 $402,000
Q1 2024

May 03, 2024
BUY
$56.46 - $64.26 $225,840 - $257,040
4,000 New
4,000 $257,000
Q3 2023

Oct 13, 2023
BUY
$52.22 - $56.04 $259,376 - $278,350
4,967 Added 9.34%
58,134 $3.06 Million
Q2 2023

Aug 03, 2023
BUY
$49.22 - $53.35 $2.62 Million - $2.84 Million
53,167 New
53,167 $2.84 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
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