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 264,926 shares of AVUS stock, worth $26.2 Million. This represents 8.96% of its overall portfolio holdings.

Number of Shares
264,926
Previous 258,286 2.57%
Holding current value
$26.2 Million
Previous $23.3 Million 8.21%
% of portfolio
8.96%
Previous 8.66%

Shares

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

Oct 30, 2024
BUY
$86.27 - $95.15 $572,832 - $631,796
6,640 Added 2.57%
264,926 $25.2 Million
Q2 2024

Jul 17, 2024
BUY
$84.59 - $90.63 $2.55 Million - $2.73 Million
30,093 Added 13.19%
258,286 $23.3 Million
Q1 2024

May 06, 2024
BUY
$79.93 - $89.5 $402,367 - $450,543
5,034 Added 2.26%
228,193 $20.4 Million
Q4 2023

Jan 18, 2024
BUY
$69.78 - $82.0 $442,684 - $520,208
6,344 Added 2.93%
223,159 $18.2 Million
Q3 2023

Oct 25, 2023
BUY
$72.72 - $78.49 $114,679 - $123,778
1,577 Added 0.73%
216,815 $15.9 Million
Q2 2023

Jul 13, 2023
BUY
$68.92 - $75.19 $294,012 - $320,760
4,266 Added 2.02%
215,238 $16.2 Million
Q1 2023

Apr 17, 2023
BUY
$67.42 - $74.29 $342,695 - $377,616
5,083 Added 2.47%
210,972 $15 Million
Q4 2022

Feb 08, 2023
BUY
$63.25 - $72.69 $2.11 Million - $2.42 Million
33,344 Added 19.32%
205,889 $14 Million
Q3 2022

Nov 15, 2022
BUY
$62.35 - $74.13 $1.46 Million - $1.73 Million
23,342 Added 15.64%
172,545 $10.8 Million
Q2 2022

Aug 04, 2022
BUY
$63.84 - $77.62 $9.53 Million - $11.6 Million
149,203 New
149,203 $9.7 Million

Others Institutions Holding AVUS

# of Institutions
399
Shares Held
63M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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