Valeo Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History

Valeo Financial Advisors, LLC

$4.36 Billion
Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 3,700 shares of AVUV stock, worth $361,083. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,700

Previous 4,057 8.8%

Holding current value

$361,083

Previous $369,000 0.27%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$90.37 - $102.12 $32,262 - $36,456	-357 Reduced 8.8%	3,700 $368,000
Q2 2025 Sep 12, 2025	BUY	$75.17 - $91.21 $27,286 - $33,109	363 Added 9.83%	4,057 $369,000
Q2 2025 Jul 22, 2025	SELL	$75.17 - $91.21 $205,138 - $248,912	-2,729 Reduced 42.49%	3,694 $336,000
Q1 2025 Apr 30, 2025	SELL	$84.95 - $100.62 $489,227 - $579,470	-5,759 Reduced 47.27%	6,423 $559,000
Q4 2024 Jan 30, 2025	BUY	$94.37 - $106.41 $81,063 - $91,406	859 Added 7.59%	12,182 $1.18 Million

Q3 2024 Oct 10, 2024	BUY	$88.24 - $99.7 $999,141 - $1.13 Million	11,323 New	11,323 $1.09 Million

Others Institutions Holding AVUV

# of Institutions

958

Shares Held

135M

Call Options Held

36.9K

Put Options Held

18.5K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Account

Valeo Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History