Highland Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History

Highland Financial Advisors, LLC

  • $281 Million
  • Q3 2024

A detailed history of Highland Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 94,442 shares of AVEM stock, worth $5.63 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
94,442
Previous 93,354 1.17%
Holding current value
$5.63 Million
Previous $5.7 Million 6.98%
% of portfolio
2.17%
Previous 2.12%

Shares

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

Oct 30, 2024
BUY
$57.2 - $65.59 $62,233 - $71,361
1,088 Added 1.17%
94,442 $6.1 Million
Q2 2024

Jul 17, 2024
BUY
$56.42 - $62.42 $270,195 - $298,929
4,789 Added 5.41%
93,354 $5.7 Million
Q1 2024

May 06, 2024
SELL
$53.02 - $58.54 $51,164 - $56,491
-965 Reduced 1.08%
88,565 $5.13 Million
Q4 2023

Jan 18, 2024
SELL
$51.0 - $56.39 $3.48 Million - $3.85 Million
-68,235 Reduced 43.25%
89,530 $5.05 Million
Q3 2023

Oct 25, 2023
BUY
$52.44 - $57.3 $175,674 - $191,955
3,350 Added 2.17%
157,765 $8.33 Million
Q2 2023

Jul 13, 2023
BUY
$51.46 - $55.92 $61,031 - $66,321
1,186 Added 0.77%
154,415 $8.31 Million
Q1 2023

Apr 17, 2023
BUY
$50.27 - $56.2 $123,060 - $137,577
2,448 Added 1.62%
153,229 $8.1 Million
Q4 2022

Feb 08, 2023
SELL
$44.87 - $52.64 $44,511 - $52,218
-992 Reduced 0.65%
150,781 $7.61 Million
Q3 2022

Nov 15, 2022
BUY
$45.9 - $53.37 $772,864 - $898,644
16,838 Added 12.48%
151,773 $6.97 Million
Q2 2022

Aug 04, 2022
BUY
$51.44 - $61.32 $6.94 Million - $8.27 Million
134,935 New
134,935 $7.02 Million

Others Institutions Holding AVEM

# of Institutions
475
Shares Held
101M
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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