Shore Haven Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 135,025 shares of AVLV stock, worth $8.26 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares

135,025

Previous 138,264 2.34%

Holding current value

$8.26 Million

Previous $9.1 Million 0.94%

% of portfolio

4.45%

Previous 4.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$65.51 - $71.22 $212,186 - $230,681	-3,239 Reduced 2.34%	135,025 $9.02 Million
Q3 2024 Oct 24, 2024	BUY	$60.05 - $65.83 $231,793 - $254,103	3,860 Added 2.87%	138,264 $9.1 Million
Q2 2024 Jul 24, 2024	SELL	$60.74 - $64.14 $1.43 Million - $1.5 Million	-23,464 Reduced 14.86%	134,404 $8.45 Million
Q1 2024 May 02, 2024	SELL	$56.46 - $64.26 $101,853 - $115,925	-1,804 Reduced 1.13%	157,868 $10.1 Million
Q4 2023 Feb 06, 2024	SELL	$49.96 - $58.08 $2.67 Million - $3.11 Million	-53,486 Reduced 25.09%	159,672 $9.22 Million
Q3 2023 Oct 24, 2023	BUY	$52.22 - $56.04 $11.1 Million - $11.9 Million	213,158 New	213,158 $11.2 Million

Others Institutions Holding AVLV

# of Institutions

363

Shares Held

67.3M

Call Options Held

Put Options Held

100

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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Shore Haven Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History