Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 139,956 shares of AVLV stock, worth $8.89 Million. This represents 5.85% of its overall portfolio holdings.

Number of Shares
139,956
Previous 137,041 2.13%
Holding current value
$8.89 Million
Previous $9.02 Billion 3.58%
% of portfolio
5.85%
Previous 5.85%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$65.51 - $71.22 $190,961 - $207,606
2,915 Added 2.13%
139,956 $9.34 Billion
Q3 2024

Oct 28, 2024
SELL
$60.05 - $65.83 $142,018 - $155,687
-2,365 Reduced 1.7%
137,041 $9.02 Billion
Q2 2024

Jul 16, 2024
BUY
$60.74 - $64.14 $163,633 - $172,793
2,694 Added 1.97%
139,406 $8.76 Billion
Q1 2024

Apr 30, 2024
BUY
$56.46 - $64.26 $713,315 - $811,860
12,634 Added 10.18%
136,712 $8.79 Billion
Q4 2023

Jan 05, 2024
BUY
$49.96 - $58.08 $6.2 Million - $7.21 Million
124,078 New
124,078 $6.54 Billion

Others Institutions Holding AVLV

# of Institutions
349
Shares Held
65.4M
Call Options Held
0
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email