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 173,435 shares of AVEM stock, worth $10.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
173,435
Previous 164,262 5.58%
Holding current value
$10.7 Million
Previous $10.6 Million 3.91%
% of portfolio
0.21%
Previous 0.24%

Shares

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

Jan 22, 2025
BUY
$58.59 - $66.14 $537,446 - $606,702
9,173 Added 5.58%
173,435 $10.2 Million
Q3 2024

Oct 21, 2024
SELL
$57.2 - $65.59 $630,801 - $723,326
-11,028 Reduced 6.29%
164,262 $10.6 Million
Q2 2024

Aug 02, 2024
BUY
$56.42 - $62.42 $207,569 - $229,643
3,679 Added 2.14%
175,290 $10.7 Million
Q1 2024

May 13, 2024
BUY
$53.02 - $58.54 $251,102 - $277,245
4,736 Added 2.84%
171,611 $9.95 Million
Q4 2023

Feb 08, 2024
BUY
$51.0 - $56.39 $317,628 - $351,196
6,228 Added 3.88%
166,875 $9.41 Million
Q3 2023

Oct 05, 2023
BUY
$52.44 - $57.3 $945,702 - $1.03 Million
18,034 Added 12.65%
160,647 $8.48 Million
Q2 2023

Jul 19, 2023
BUY
$51.46 - $55.92 $1.31 Million - $1.42 Million
25,465 Added 21.74%
142,613 $7.67 Million
Q1 2023

Apr 25, 2023
BUY
$50.27 - $56.2 $5.89 Million - $6.58 Million
117,148 New
117,148 $6.2 Million

Others Institutions Holding AVEM

# of Institutions
527
Shares Held
121M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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