Ml & R Wealth Management LLC American Centy ETF Tr Avantis Transaction History

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024

A detailed history of Ml & R Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 61,193 shares of AVLV stock, worth $4.03 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
61,193
Previous 75,640 19.1%
Holding current value
$4.03 Million
Previous $4.37 Million 9.98%
% of portfolio
0.9%
Previous 0.99%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$56.46 - $64.26 $815,677 - $928,364
-14,447 Reduced 19.1%
61,193 $3.93 Million
Q4 2023

Feb 09, 2024
BUY
$49.96 - $58.08 $235,561 - $273,847
4,715 Added 6.65%
75,640 $4.37 Million
Q3 2023

Nov 02, 2023
BUY
$52.22 - $56.04 $134,153 - $143,966
2,569 Added 3.76%
70,925 $3.74 Million
Q2 2023

Aug 08, 2023
BUY
$49.22 - $53.35 $755,920 - $819,349
15,358 Added 28.98%
68,356 $3.65 Million
Q1 2023

May 05, 2023
BUY
$48.59 - $54.44 $5,247 - $5,879
108 Added 0.2%
52,998 $2.71 Million
Q4 2022

Feb 06, 2023
BUY
$45.92 - $53.52 $501,492 - $584,491
10,921 Added 26.02%
52,890 $2.65 Million
Q3 2022

Oct 26, 2022
BUY
$44.13 - $51.78 $465,748 - $546,486
10,554 Added 33.6%
41,969 $1.86 Million
Q2 2022

Jul 25, 2022
BUY
$45.84 - $54.78 $1.21 Million - $1.45 Million
26,404 Added 526.92%
31,415 $1.45 Million
Q1 2022

Apr 18, 2022
BUY
$50.32 - $55.27 $252,153 - $276,957
5,011 New
5,011 $271,000

Others Institutions Holding AVLV

# of Institutions
271
Shares Held
53.8M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Ml & R Wealth Management LLC Portfolio

Follow Ml & R Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ml & R Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ml & R Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email