Heritage Wealth Management, Inc. /Ca/ American Centy ETF Tr Avantis Transaction History

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 190,424 shares of AVLV stock, worth $13 Million. This represents 9.15% of its overall portfolio holdings.

Number of Shares

190,424

Previous 200,063 4.82%

Holding current value

$13 Million

Previous $13.2 Billion 3.46%

% of portfolio

9.15%

Previous 9.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$65.51 - $71.22 $631,450 - $686,489	-9,639 Reduced 4.82%	190,424 $12.7 Billion
Q3 2024 Oct 18, 2024	BUY	$60.05 - $65.83 $277,491 - $304,200	4,621 Added 2.36%	200,063 $13.2 Billion
Q2 2024 Jul 25, 2024	BUY	$60.74 - $64.14 $506,146 - $534,478	8,333 Added 4.45%	195,442 $12.3 Billion
Q1 2024 May 06, 2024	BUY	$56.46 - $64.26 $283,880 - $323,099	5,028 Added 2.76%	187,109 $12 Billion
Q4 2023 Feb 14, 2024	BUY	$49.96 - $58.08 $9.1 Million - $10.6 Million	182,081 New	182,081 $10.5 Billion

Others Institutions Holding AVLV

# of Institutions

345

Shares Held

64.9M

Call Options Held

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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Heritage Wealth Management, Inc. /Ca/ American Centy ETF Tr Avantis Transaction History