Wespac Advisors So Cal, LLC American Centy ETF Tr Avantis Transaction History

Wespac Advisors So Cal, LLC

  • $426 Million
  • Q3 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 5,411 shares of AVLV stock, worth $377,904. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,411
Previous 160,762 96.63%
Holding current value
$377,904
Previous $10.1 Million 96.48%
% of portfolio
0.08%
Previous 2.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$60.05 - $65.83 $9.33 Million - $10.2 Million
-155,351 Reduced 96.63%
5,411 $356,000
Q2 2024

Jul 23, 2024
BUY
$60.74 - $64.14 $353,203 - $372,974
5,815 Added 3.75%
160,762 $10.1 Million
Q1 2024

Apr 18, 2024
BUY
$56.46 - $64.26 $8.75 Million - $9.96 Million
154,947 New
154,947 $9.96 Million

Others Institutions Holding AVLV

# of Institutions
297
Shares Held
57.9M
Call Options Held
100
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, 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 Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email