Forum Financial Management, LP American Centy ETF Tr Avantis Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

A detailed history of Forum Financial Management, LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Forum Financial Management, LP holds 29,859 shares of AVDV stock, worth $2.69 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

29,859

Previous 28,371 5.24%

Holding current value

$2.69 Million

Previous $2.25 Million 18.19%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$79.24 - $89.03 $117,909 - $132,476	1,488 Added 5.24%	29,859 $2.66 Million
Q2 2025 Jul 30, 2025	SELL	$61.76 - $79.32 $14,328 - $18,402	-232 Reduced 0.81%	28,371 $2.25 Million
Q1 2025 May 02, 2025	BUY	$63.74 - $71.96 $1.82 Million - $2.06 Million	28,603 New	28,603 $1.99 Million
Q1 2024 May 09, 2024	BUY	$59.95 - $65.89 $34,051 - $37,425	568 Added 16.04%	4,109 $270,000
Q4 2023 Feb 07, 2024	SELL	$54.34 - $62.7 $18,421 - $21,255	-339 Reduced 8.74%	3,541 $221,000

Q3 2023 Nov 03, 2023	BUY	$56.69 - $60.91 $510 - $548	9 Added 0.23%	3,880 $224,000
Q2 2023 Jul 26, 2023	BUY	$56.07 - $60.13 $18,447 - $19,782	329 Added 9.29%	3,871 $222,000
Q1 2023 Apr 19, 2023	BUY	$55.2 - $60.58 $195,518 - $214,574	3,542 New	3,542 $207,000

Others Institutions Holding AVDV

# of Institutions

553

Shares Held

117M

Call Options Held

4.1K

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
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Forum Financial Management, LP American Centy ETF Tr Avantis Transaction History