Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History

Shotwell Rutter Baer Inc

$155 Billion
Q3 2025

A detailed history of Shotwell Rutter Baer Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 208,770 shares of AVLV stock, worth $15.2 Million. This represents 9.77% of its overall portfolio holdings.

Number of Shares

208,770

Previous 207,156 0.78%

Holding current value

$15.2 Million

Previous $14.5 Billion 4.8%

% of portfolio

9.77%

Previous 9.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$68.33 - $72.69 $110,284 - $117,321	1,614 Added 0.78%	208,770 $15.1 Billion
Q2 2025 Jul 07, 2025	BUY	$56.85 - $68.21 $221,317 - $265,541	3,893 Added 1.92%	207,156 $14.5 Billion
Q1 2025 Apr 08, 2025	SELL	$63.51 - $70.42 $14,099 - $15,633	-222 Reduced 0.11%	203,263 $11.9 Billion
Q4 2024 Jan 13, 2025	SELL	$65.51 - $71.22 $31,248 - $33,971	-477 Reduced 0.23%	203,485 $13.6 Billion
Q3 2024 Oct 07, 2024	BUY	$60.05 - $65.83 $464,787 - $509,524	7,740 Added 3.94%	203,962 $13.5 Billion

Q2 2024 Jul 10, 2024	BUY	$60.74 - $64.14 $52,783 - $55,737	869 Added 0.44%	196,222 $12.3 Billion
Q1 2024 Apr 10, 2024	SELL	$56.46 - $64.26 $103,095 - $117,338	-1,826 Reduced 0.93%	195,353 $12.5 Billion
Q4 2023 Jan 17, 2024	BUY	$49.96 - $58.08 $9.85 Million - $11.5 Million	197,179 New	197,179 $11.3 Billion

Others Institutions Holding AVLV

# of Institutions

420

Shares Held

109M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History