A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 142,459 shares of AVLV stock, worth $9.66 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
142,459
Previous 189,161 24.69%
Holding current value
$9.66 Million
Previous $12.5 Million 23.62%
% of portfolio
0.67%
Previous 0.84%

Shares

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

Feb 18, 2025

SELL
$65.51 - $71.22 $3.06 Million - $3.33 Million
-46,702 Reduced 24.69%
142,459 $9.51 Million
Q3 2024

Nov 13, 2024

SELL
$60.05 - $65.83 $273,707 - $300,053
-4,558 Reduced 2.35%
189,161 $12.5 Million
Q2 2024

Aug 12, 2024

BUY
$60.74 - $64.14 $2.72 Million - $2.87 Million
44,813 Added 30.09%
193,719 $12.2 Million
Q1 2024

May 13, 2024

BUY
$56.46 - $64.26 $8.41 Million - $9.57 Million
148,906 New
148,906 $9.57 Million

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

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