Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 402,810 shares of AVDE stock, worth $27 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

402,810

Previous 360,065 11.87%

Holding current value

$27 Million

Previous $24.1 Million 2.42%

% of portfolio

0.51%

Previous 0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$60.9 - $66.69 $2.6 Million - $2.85 Million	42,745 Added 11.87%	402,810 $24.7 Million
Q3 2024 Oct 21, 2024	BUY	$60.09 - $67.67 $3.6 Million - $4.06 Million	59,948 Added 19.97%	360,065 $24.1 Million
Q2 2024 Aug 02, 2024	BUY	$61.17 - $65.29 $1.78 Million - $1.9 Million	29,141 Added 10.75%	300,117 $18.7 Million
Q1 2024 May 13, 2024	BUY	$58.3 - $63.83 $2.62 Million - $2.87 Million	44,994 Added 19.91%	270,976 $17.3 Million
Q4 2023 Feb 08, 2024	BUY	$52.98 - $60.62 $1.12 Million - $1.29 Million	21,213 Added 10.36%	225,982 $13.7 Million
Q3 2023 Oct 05, 2023	BUY	$55.54 - $59.61 $2.98 Million - $3.19 Million	53,573 Added 35.43%	204,769 $11.4 Million
Q2 2023 Jul 19, 2023	BUY	$55.68 - $59.23 $556,465 - $591,944	9,994 Added 7.08%	151,196 $8.68 Million
Q1 2023 Apr 25, 2023	BUY	$53.37 - $58.39 $7.54 Million - $8.24 Million	141,202 New	141,202 $8.05 Million

Others Institutions Holding AVDE

# of Institutions

440

Shares Held

82.2M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
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Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History