A detailed history of Financial Symmetry Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Symmetry Inc holds 123,419 shares of AVDE stock, worth $8.17 Million. This represents 5.13% of its overall portfolio holdings.

Number of Shares
123,419
Previous 84,939 45.3%
Holding current value
$8.17 Million
Previous $5.69 Billion 32.9%
% of portfolio
5.13%
Previous 3.98%

Shares

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

Feb 04, 2025

BUY
$60.9 - $66.69 $2.34 Million - $2.57 Million
38,480 Added 45.3%
123,419 $7.57 Billion
Q3 2024

Oct 21, 2024

BUY
$60.09 - $67.67 $35,212 - $39,654
586 Added 0.69%
84,939 $5.69 Billion
Q2 2024

Jul 09, 2024

BUY
$61.17 - $65.29 $16,087 - $17,171
263 Added 0.31%
84,353 $5.25 Billion
Q1 2024

Apr 30, 2024

SELL
$58.3 - $63.83 $19,822 - $21,702
-340 Reduced 0.4%
84,090 $5.36 Billion
Q4 2023

Jan 31, 2024

BUY
$52.98 - $60.62 $4.47 Million - $5.12 Million
84,430 New
84,430 $4.97 Billion

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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