Comprehensive Financial Planning, Inc./Pa American Centy ETF Tr Avantis Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 13,320 shares of AVLV stock, worth $967,698. This represents 0.66% of its overall portfolio holdings.

Number of Shares
13,320
Previous 13,288 0.24%
Holding current value
$967,698
Previous $906 Million 6.19%
% of portfolio
0.66%
Previous 0.71%

Shares

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

Nov 12, 2025
BUY
$68.33 - $72.69 $2,186 - $2,326
32 Added 0.24%
13,320 $963 Million
Q2 2025

Aug 08, 2025
BUY
$56.85 - $68.21 $183,113 - $219,704
3,221 Added 32.0%
13,288 $906 Million
Q1 2025

May 09, 2025
BUY
$63.51 - $70.42 $24,895 - $27,604
392 Added 4.05%
10,067 $657 Million
Q4 2024

Jan 28, 2025
BUY
$65.51 - $71.22 $633,809 - $689,053
9,675 New
9,675 $646 Million

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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