Pine Harbor Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Pine Harbor Wealth Management, LLC

  • $312 Billion
  • Q3 2025

A detailed history of Pine Harbor Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 146,448 shares of AVLV stock, worth $10.6 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
146,448
Previous 113,182 29.39%
Holding current value
$10.6 Million
Previous $7.72 Billion 37.07%
% of portfolio
3.39%
Previous 2.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$68.33 - $72.69 $2.27 Million - $2.42 Million
33,266 Added 29.39%
146,448 $10.6 Billion
Q2 2025

Aug 14, 2025
BUY
$56.85 - $68.21 $1.32 Million - $1.58 Million
23,220 Added 25.81%
113,182 $7.72 Billion
Q1 2025

May 14, 2025
BUY
$63.51 - $70.42 $1.26 Million - $1.4 Million
19,811 Added 28.24%
89,962 $5.87 Billion
Q4 2024

Feb 13, 2025
BUY
$65.51 - $71.22 $4.6 Million - $5 Million
70,151 New
70,151 $4.68 Billion

Others Institutions Holding AVLV

# of Institutions
420
Shares Held
109M
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
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