Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Level Financial Advisors, Inc.

$252 Million
Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 22,652 shares of AVDE stock, worth $1.49 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

22,652

Previous 18,320 23.65%

Holding current value

$1.49 Million

Previous $1.23 Million 13.28%

% of portfolio

0.55%

Previous 0.5%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$60.9 - $66.69 $263,818 - $288,901	4,332 Added 23.65%	22,652 $1.39 Million
Q3 2024 Oct 10, 2024	BUY	$60.09 - $67.67 $79,018 - $88,986	1,315 Added 7.73%	18,320 $1.23 Million
Q2 2024 Jul 23, 2024	BUY	$61.17 - $65.29 $89,797 - $95,845	1,468 Added 9.45%	17,005 $1.06 Million
Q1 2024 Apr 19, 2024	SELL	$58.3 - $63.83 $15,216 - $16,659	-261 Reduced 1.65%	15,537 $990,000
Q4 2023 Jan 22, 2024	BUY	$52.98 - $60.62 $226,648 - $259,332	4,278 Added 37.14%	15,798 $954,000
Q3 2023 Oct 18, 2023	BUY	$55.54 - $59.61 $175,228 - $188,069	3,155 Added 37.72%	11,520 $641,000
Q2 2023 Jul 14, 2023	SELL	$55.68 - $59.23 $15,757 - $16,762	-283 Reduced 3.27%	8,365 $480,000
Q1 2023 Apr 10, 2023	BUY	$53.37 - $58.39 $18,626 - $20,378	349 Added 4.21%	8,648 $493,000
Q4 2022 Jan 23, 2023	BUY	$45.5 - $54.96 $87,587 - $105,798	1,925 Added 30.2%	8,299 $0
Q3 2022 Oct 18, 2022	BUY	$45.36 - $54.56 $54,885 - $66,017	1,210 Added 23.43%	6,374 $291,000
Q2 2022 Aug 10, 2022	BUY	$50.6 - $61.08 $196,277 - $236,929	3,879 Added 301.87%	5,164 $263,000
Q1 2022 Apr 08, 2022	BUY	$55.3 - $64.55 $58,894 - $68,745	1,065 Added 484.09%	1,285 $78,000
Q4 2021 Jan 20, 2022	BUY	$60.93 - $65.74 $13,404 - $14,462	220 New	220 $14,000

Others Institutions Holding AVDE

# of Institutions

424

Shares Held

81.2M

Call Options Held

800

Put Options Held

1.6K

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
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Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History