Forthright Family Wealth Advisory LLC American Centy ETF Tr Avantis Transaction History

Forthright Family Wealth Advisory LLC

  • $156 Billion
  • Q3 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 84,482 shares of AVLV stock, worth $5.9 Million. This represents 3.82% of its overall portfolio holdings.

Number of Shares
84,482
Previous 5,430 1455.84%
Holding current value
$5.9 Million
Previous $341 Million 1644.25%
% of portfolio
3.82%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 09, 2024
BUY
$60.05 - $65.83 $4.75 Million - $5.2 Million
79,052 Added 1455.84%
84,482 $5.95 Billion
Q2 2024

Aug 12, 2024
BUY
$60.74 - $64.14 $329,818 - $348,280
5,430 New
5,430 $341 Million

Others Institutions Holding AVLV

# of Institutions
299
Shares Held
57.9M
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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