A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 620 shares of AVLV stock, worth $43,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares
620
Previous 400 55.0%
Holding current value
$43,375
Previous $26,000 57.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 21, 2025

BUY
$65.51 - $71.22 $14,412 - $15,668
220 Added 55.0%
620 $41,000
Q3 2024

Nov 14, 2024

BUY
$60.05 - $65.83 $9,367 - $10,269
156 Added 63.93%
400 $26,000
Q2 2024

Jul 23, 2024

BUY
$60.74 - $64.14 $14,820 - $15,650
244 New
244 $15,000

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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