Modern Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 172,437 shares of AVLV stock, worth $11.4 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
172,437
Previous 165,687 4.07%
Holding current value
$11.4 Million
Previous $10.9 Billion 9.53%
% of portfolio
0.42%
Previous 0.66%

Shares

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

Feb 11, 2025
BUY
$65.51 - $71.22 $442,192 - $480,735
6,750 Added 4.07%
172,437 $11.9 Billion
Q3 2024

Nov 05, 2024
BUY
$60.05 - $65.83 $244,763 - $268,323
4,076 Added 2.52%
165,687 $10.9 Billion
Q2 2024

Aug 07, 2024
SELL
$60.74 - $64.14 $51,143 - $54,005
-842 Reduced 0.52%
161,611 $10.2 Billion
Q1 2024

May 13, 2024
BUY
$56.46 - $64.26 $1.98 Million - $2.25 Million
35,052 Added 27.51%
162,453 $10.3 Billion
Q4 2023

Feb 14, 2024
BUY
$49.96 - $58.08 $6.36 Million - $7.4 Million
127,401 New
127,401 $7.36 Billion

Others Institutions Holding AVLV

# of Institutions
347
Shares Held
65.1M
Call Options Held
0
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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

Track Modern Wealth Management, LLC Portfolio

Follow Modern 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email