Shanker Valleau Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Shanker Valleau Wealth Advisors, Inc.

$291 Million
Q4 2024

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 321,502 shares of AVRE stock, worth $13.1 Million. This represents 4.63% of its overall portfolio holdings.

Number of Shares

321,502

Previous 281,982 14.02%

Holding current value

$13.1 Million

Previous $13.3 Million 1.39%

% of portfolio

4.63%

Previous 4.53%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$41.03 - $46.91 $1.62 Million - $1.85 Million	39,520 Added 14.02%	321,502 $13.5 Million
Q3 2024 Oct 08, 2024	SELL	$40.95 - $48.28 $1.59 Million - $1.87 Million	-38,744 Reduced 12.08%	281,982 $13.3 Million
Q2 2024 Jul 02, 2024	BUY	$38.89 - $42.05 $730,587 - $789,951	18,786 Added 6.22%	320,726 $13.2 Million
Q1 2024 Apr 17, 2024	BUY	$40.52 - $43.42 $5.9 Million - $6.32 Million	145,624 Added 93.16%	301,940 $12.8 Million
Q4 2023 Jan 11, 2024	BUY	$35.51 - $43.68 $110,045 - $135,364	3,099 Added 2.02%	156,316 $6.77 Million
Q3 2023 Oct 12, 2023	BUY	$37.14 - $42.66 $318,401 - $365,724	8,573 Added 5.93%	153,217 $5.76 Million
Q2 2023 Jul 12, 2023	BUY	$39.41 - $41.99 $659,014 - $702,156	16,722 Added 13.07%	144,644 $5.92 Million
Q1 2023 Apr 17, 2023	BUY	$39.04 - $45.85 $214,407 - $251,808	5,492 Added 4.49%	127,922 $5.3 Million
Q4 2022 Jan 12, 2023	BUY	$36.95 - $43.22 $305,687 - $357,559	8,273 Added 7.25%	122,430 $0
Q3 2022 Oct 05, 2022	BUY	$38.51 - $49.16 $4.4 Million - $5.61 Million	114,157 New	114,157 $4.45 Million

Others Institutions Holding AVRE

# of Institutions

116

Shares Held

9.08M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

More about AVRE

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Shanker Valleau Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History