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

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Executive Wealth Management, LLC holds 172,862 shares of AVLV stock, worth $12.1 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
172,862
Previous 158,065 9.36%
Holding current value
$12.1 Million
Previous $10.4 Million 10.92%
% of portfolio
1.0%
Previous 0.89%

Shares

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

Feb 13, 2025
BUY
$65.51 - $71.22 $969,351 - $1.05 Million
14,797 Added 9.36%
172,862 $11.5 Million
Q3 2024

Nov 01, 2024
BUY
$60.05 - $65.83 $9.49 Million - $10.4 Million
158,065 New
158,065 $10.4 Million
Q1 2024

May 13, 2024
BUY
$56.46 - $64.26 $7.6 Million - $8.65 Million
134,546 New
134,546 $8.65 Million

Others Institutions Holding AVLV

# of Institutions
337
Shares Held
64.1M
Call Options Held
100
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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