A detailed history of Legacy Capital Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 8,136 shares of AVLV stock, worth $591,080. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,136
Previous 9,309 12.6%
Holding current value
$591,080
Previous $672,000 12.05%
% of portfolio
0.13%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026

SELL
$70.14 - $73.74 $82,274 - $86,497
-1,173 Reduced 12.6%
8,136 $591,000
Q3 2025

Nov 13, 2025

BUY
$68.33 - $72.69 $70,926 - $75,452
1,038 Added 12.55%
9,309 $672,000
Q2 2025

Aug 13, 2025

SELL
$56.85 - $68.21 $208,525 - $250,194
-3,668 Reduced 30.72%
8,271 $564,000
Q1 2025

May 02, 2025

BUY
$63.51 - $70.42 $170,016 - $188,514
2,677 Added 28.9%
11,939 $778,000
Q4 2024

Jan 30, 2025

BUY
$65.51 - $71.22 $606,753 - $659,639
9,262 New
9,262 $618,000

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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