Beacon Financial Group American Centy ETF Tr Avantis Transaction History

Beacon Financial Group

$869 Million
Q1 2025

A detailed history of Beacon Financial Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Beacon Financial Group holds 19,110 shares of AVUS stock, worth $1.65 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

19,110

Previous 19,291 0.94%

Holding current value

$1.65 Million

Previous $1.87 Million 6.15%

% of portfolio

0.2%

Previous 0.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$90.7 - $101.57 $16,416 - $18,384	-181 Reduced 0.94%	19,110 $1.75 Million
Q4 2024 Jan 29, 2025	BUY	$94.36 - $102.06 $754 - $816	8 Added 0.04%	19,291 $1.87 Million
Q3 2024 Nov 12, 2024	BUY	$86.27 - $95.15 $1,811 - $1,998	21 Added 0.11%	19,283 $1.83 Million
Q2 2024 Aug 06, 2024	SELL	$84.59 - $90.63 $53,883 - $57,731	-637 Reduced 3.2%	19,262 $1.74 Million
Q1 2024 May 07, 2024	BUY	$79.93 - $89.5 $895,455 - $1 Million	11,203 Added 128.83%	19,899 $1.78 Million
Q4 2023 Feb 23, 2024	BUY	$69.78 - $82.0 $606,806 - $713,072	8,696 New	8,696 $709,000

Others Institutions Holding AVUS

# of Institutions

459

Shares Held

87.9M

Call Options Held

Put Options Held

100

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

More about AVUS

Track This Portfolio

Portfolio Update

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

News

Stay updated on Beacon Financial Group with notifications on news.

Account

Beacon Financial Group American Centy ETF Tr Avantis Transaction History