Summit Financial, LLC American Centy ETF Tr Avantis Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Financial, LLC holds 18,703 shares of AVLV stock, worth $1.36 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,703

Holding current value

$1.36 Million

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$68.33 - $72.69 $1.28 Million - $1.36 Million	18,703 New	18,703 $1.35 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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Summit Financial, LLC American Centy ETF Tr Avantis Transaction History