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

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

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 36,023 shares of AVUS stock, worth $3.63 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
36,023
Previous 28,511 26.35%
Holding current value
$3.63 Million
Previous $2.57 Million 33.29%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Oct 29, 2024
BUY
$86.27 - $95.15 $648,060 - $714,766
7,512 Added 26.35%
36,023 $3.43 Million
Q2 2024

Jul 30, 2024
SELL
$84.59 - $90.63 $2.63 Million - $2.81 Million
-31,044 Reduced 52.13%
28,511 $2.57 Million
Q1 2024

May 09, 2024
SELL
$79.93 - $89.5 $533,612 - $597,502
-6,676 Reduced 10.08%
59,555 $5.33 Million
Q4 2023

Feb 07, 2024
BUY
$69.78 - $82.0 $88,899 - $104,468
1,274 Added 1.96%
66,231 $5.4 Million
Q3 2023

Nov 03, 2023
BUY
$72.72 - $78.49 $259,755 - $280,366
3,572 Added 5.82%
64,957 $4.76 Million
Q2 2023

Jul 26, 2023
BUY
$68.92 - $75.19 $29,359 - $32,030
426 Added 0.7%
61,385 $4.62 Million
Q1 2023

Apr 19, 2023
BUY
$67.42 - $74.29 $3.51 Million - $3.87 Million
52,117 Added 589.43%
60,959 $4.32 Million
Q4 2022

Jan 24, 2023
BUY
$63.25 - $72.69 $61,542 - $70,727
973 Added 12.36%
8,842 $0
Q3 2022

Nov 07, 2022
BUY
$62.35 - $74.13 $490,632 - $583,328
7,869 New
7,869 $491,000

Others Institutions Holding AVUS

# of Institutions
409
Shares Held
64.6M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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