Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History

Orba Wealth Advisors, L.L.C.

$121 Billion
Q3 2025

A detailed history of Orba Wealth Advisors, L.L.C. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 6,924 shares of AVLV stock, worth $503,028. This represents 0.41% of its overall portfolio holdings.

Number of Shares

6,924

Holding current value

$503,028

% of portfolio

0.41%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$68.33 - $72.69 $473,116 - $503,305	6,924 New	6,924 $500 Million

Others Institutions Holding AVLV

# of Institutions

420

Shares Held

109M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

14.1M
Shares

$1.02 Billion
0.63% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$792 Million
0.24% of portfolio
Wealth Enhancement Advisory Services, LLC

10M
Shares

$728 Million
1.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.57M
Shares

$259 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.58M
Shares

$187 Million
0.06% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History