Wealth Enhancement Advisory Services, LLC American Centy ETF Tr Avantis Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 8,166,120 shares of AVLV stock, worth $541 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

8,166,120

Previous 7,705,796 5.97%

Holding current value

$541 Million

Previous $515 Million 5.97%

% of portfolio

1.1%

Previous 1.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$65.51 - $71.22 $30.2 Million - $32.8 Million	460,324 Added 5.97%	8,166,120 $545 Million
Q4 2024 Jan 10, 2025	SELL	$65.51 - $71.22 $21,880 - $23,787	-334 Reduced -0.0%	7,705,796 $515 Million
Q3 2024 Oct 23, 2024	BUY	$60.05 - $65.83 $44.2 Million - $48.4 Million	735,676 Added 10.55%	7,706,130 $507 Million
Q2 2024 Jul 16, 2024	BUY	$60.74 - $64.14 $43.7 Million - $46.1 Million	719,212 Added 11.51%	6,970,454 $438 Million
Q1 2024 Apr 15, 2024	BUY	$56.46 - $64.26 $343 Million - $391 Million	6,077,100 Added 3489.74%	6,251,242 $402 Million
Q4 2023 Jan 30, 2024	SELL	$49.96 - $58.08 $594,174 - $690,745	-11,893 Reduced 6.39%	174,142 $10.1 Million
Q3 2023 Nov 13, 2023	BUY	$52.22 - $56.04 $9 Million - $9.66 Million	172,356 Added 1260.0%	186,035 $9.8 Million
Q2 2023 Jul 21, 2023	BUY	$49.22 - $53.35 $3,593 - $3,894	73 Added 0.54%	13,679 $729,000
Q1 2023 Apr 25, 2023	SELL	$48.59 - $54.44 $97 - $108	-2 Reduced 0.01%	13,606 $695,000
Q4 2022 Feb 01, 2023	BUY	$45.92 - $53.52 $2,892 - $3,371	63 Added 0.47%	13,608 $682,000
Q3 2022 Oct 17, 2022	BUY	$44.13 - $51.78 $597,740 - $701,360	13,545 New	13,545 $629,000

Others Institutions Holding AVLV

# of Institutions

351

Shares Held

65.9M

Call Options Held

Put Options Held

100

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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Wealth Enhancement Advisory Services, LLC American Centy ETF Tr Avantis Transaction History