Dopkins Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Dopkins Wealth Management, LLC

  • $227 Million
  • Q3 2025

A detailed history of Dopkins Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 38,477 shares of AVLV stock, worth $2.8 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
38,477
Previous 40,079 4.0%
Holding current value
$2.8 Million
Previous $2.73 Million 1.72%
% of portfolio
1.23%
Previous 1.28%

Shares

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

Oct 14, 2025
SELL
$68.33 - $72.69 $109,464 - $116,449
-1,602 Reduced 4.0%
38,477 $2.78 Million
Q2 2025

Jul 17, 2025
BUY
$56.85 - $68.21 $42,921 - $51,498
755 Added 1.92%
40,079 $2.73 Million
Q1 2025

Apr 22, 2025
BUY
$63.51 - $70.42 $268,266 - $297,454
4,224 Added 12.03%
39,324 $2.56 Million
Q4 2024

Feb 10, 2025
BUY
$65.51 - $71.22 $1.94 Million - $2.11 Million
29,603 Added 538.53%
35,100 $2.34 Million
Q3 2024

Nov 06, 2024
SELL
$60.05 - $65.83 $793,861 - $870,272
-13,220 Reduced 70.63%
5,497 $361,000
Q2 2024

Jul 30, 2024
BUY
$60.74 - $64.14 $112,915 - $119,236
1,859 Added 11.03%
18,717 $1.18 Million
Q1 2024

May 03, 2024
BUY
$56.46 - $64.26 $252,714 - $287,627
4,476 Added 36.15%
16,858 $1.08 Million
Q4 2023

Jan 25, 2024
BUY
$49.96 - $58.08 $184,002 - $213,908
3,683 Added 42.34%
12,382 $715,000
Q3 2023

Nov 13, 2023
BUY
$52.22 - $56.04 $39,373 - $42,254
754 Added 9.49%
8,699 $458,000
Q2 2023

Aug 07, 2023
BUY
$49.22 - $53.35 $180,637 - $195,794
3,670 Added 85.85%
7,945 $423,000
Q1 2023

May 05, 2023
BUY
$48.59 - $54.44 $207,722 - $232,731
4,275 New
4,275 $218,000

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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