Heritage Financial Services, LLC American Centy ETF Tr Avantis Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Financial Services, LLC holds 179,957 shares of AVUV stock, worth $17.6 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
179,957
Previous 168,026 7.1%
Holding current value
$17.6 Million
Previous $15.3 Million 17.01%
% of portfolio
1.65%
Previous 1.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$90.37 - $102.12 $1.08 Million - $1.22 Million
11,931 Added 7.1%
179,957 $17.9 Million
Q2 2025

Jul 18, 2025
BUY
$75.17 - $91.21 $4.44 Million - $5.39 Million
59,091 Added 54.24%
168,026 $15.3 Million
Q1 2025

May 14, 2025
BUY
$84.95 - $100.62 $9.25 Million - $11 Million
108,935 New
108,935 $9.5 Million
Q2 2022

Jul 19, 2022
BUY
$67.93 - $81.74 $26,696 - $32,123
393 New
393 $26,000

Others Institutions Holding AVUV

# of Institutions
961
Shares Held
135M
Call Options Held
36.9K
Put Options Held
18.5K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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