Summit Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 90,901 shares of AVLV stock, worth $6.6 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

90,901

Previous 77,169 17.79%

Holding current value

$6.6 Million

Previous $5.26 Billion 24.79%

% of portfolio

1.19%

Previous 1.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$68.33 - $72.69 $938,307 - $998,179	13,732 Added 17.79%	90,901 $6.57 Billion
Q2 2025 Aug 11, 2025	BUY	$56.85 - $68.21 $1.96 Million - $2.36 Million	34,532 Added 80.99%	77,169 $5.26 Billion
Q1 2025 May 06, 2025	BUY	$63.51 - $70.42 $760,849 - $843,631	11,980 Added 39.08%	42,637 $2.78 Billion
Q4 2024 Jan 27, 2025	BUY	$65.51 - $71.22 $364,104 - $395,840	5,558 Added 22.14%	30,657 $2.05 Billion
Q3 2024 Oct 28, 2024	BUY	$60.05 - $65.83 $325,230 - $356,535	5,416 Added 27.52%	25,099 $1.65 Billion

Q2 2024 Sep 11, 2024	BUY	$60.74 - $64.14 $767,146 - $810,088	12,630 Added 179.07%	19,683 $1.24 Billion
Q1 2024 Sep 11, 2024	BUY	$56.46 - $64.26 $398,212 - $453,225	7,053 New	7,053 $453 Million

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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Summit Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History