A detailed history of Financial Advisory Service, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 259,965 shares of AVIV stock, worth $14.1 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
259,965
Previous 260,685 0.28%
Holding current value
$14.1 Million
Previous $13.7 Million 6.76%
% of portfolio
1.24%
Previous 1.24%

Shares

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

Oct 17, 2024

SELL
$50.37 - $56.43 $36,266 - $40,629
-720 Reduced 0.28%
259,965 $14.6 Million
Q2 2024

Jul 29, 2024

BUY
$52.26 - $55.37 $583,482 - $618,206
11,165 Added 4.47%
260,685 $13.7 Million
Q1 2024

Apr 29, 2024

BUY
$49.42 - $54.08 $208,255 - $227,893
4,214 Added 1.72%
249,520 $13.5 Million
Q4 2023

Jan 23, 2024

SELL
$45.8 - $51.67 $153,521 - $173,197
-3,352 Reduced 1.35%
245,306 $12.6 Million
Q3 2023

Oct 23, 2023

BUY
$47.37 - $50.8 $11.8 Million - $12.6 Million
248,658 New
248,658 $12 Million
Q1 2023

May 11, 2023

BUY
$45.01 - $49.82 $4.47 Million - $4.95 Million
99,260 Added 75.49%
230,751 $11.1 Million
Q4 2022

Feb 01, 2023

BUY
$38.26 - $46.54 $5.03 Million - $6.12 Million
131,491 New
131,491 $5.93 Million

Others Institutions Holding AVIV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
Track This Portfolio

Track Financial Advisory Service, Inc. Portfolio

Follow Financial Advisory Service, Inc. 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 Financial Advisory Service, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Service, Inc. with notifications on news.