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 $27.5 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
402,810
Previous 360,065 11.87%
Holding current value
$27.5 Million
Previous $24.1 Million 2.42%
% of portfolio
0.51%
Previous 0.54%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
430
Shares Held
81.6M
Call Options Held
800
Put Options Held
1.6K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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