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

Highland Financial Advisors, LLC

$353 Million
Q4 2025

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 25,739 shares of AVSD stock, worth $1.86 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

25,739

Previous 26,509 2.9%

Holding current value

$1.86 Million

Previous $1.9 Million 2.06%

% of portfolio

0.53%

Previous 0.55%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$70.41 - $73.26 $54,215 - $56,410	-770 Reduced 2.9%	25,739 $1.86 Million
Q3 2025 Oct 22, 2025	BUY	$66.62 - $71.66 $206,188 - $221,787	3,095 Added 13.22%	26,509 $1.9 Million
Q2 2025 Jul 15, 2025	SELL	$53.85 - $67.74 $122,347 - $153,905	-2,272 Reduced 8.85%	23,414 $1.58 Million
Q1 2025 Apr 08, 2025	SELL	$54.89 - $62.11 $355,138 - $401,851	-6,470 Reduced 20.12%	25,686 $1.55 Million
Q4 2024 Jan 30, 2025	BUY	$55.57 - $59.89 $10,391 - $11,199	187 Added 0.58%	32,156 $1.79 Million

Q3 2024 Oct 30, 2024	BUY	$53.92 - $61.11 $105,036 - $119,042	1,948 Added 6.49%	31,969 $1.94 Million
Q2 2024 Jul 17, 2024	BUY	$54.31 - $58.32 $150,112 - $161,196	2,764 Added 10.14%	30,021 $1.67 Million
Q1 2024 May 06, 2024	SELL	$52.01 - $57.02 $51,333 - $56,278	-987 Reduced 3.49%	27,257 $1.55 Million
Q4 2023 Jan 18, 2024	BUY	$46.27 - $54.0 $66,813 - $77,976	1,444 Added 5.39%	28,244 $1.52 Million
Q3 2023 Oct 25, 2023	BUY	$48.7 - $53.0 $121,652 - $132,394	2,498 Added 10.28%	26,800 $1.31 Million
Q2 2023 Jul 13, 2023	BUY	$49.68 - $52.62 $350,094 - $370,813	7,047 Added 40.84%	24,302 $1.24 Million
Q1 2023 Apr 17, 2023	BUY	$47.33 - $51.88 $3,171 - $3,475	67 Added 0.39%	17,255 $873,000
Q4 2022 Feb 08, 2023	BUY	$40.03 - $48.47 $108,201 - $131,014	2,703 Added 18.66%	17,188 $809,000
Q3 2022 Nov 15, 2022	BUY	$40.27 - $48.67 $583,310 - $704,984	14,485 New	14,485 $585,000

Others Institutions Holding AVSD

# of Institutions

Shares Held

1.58M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Highland Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Highland Financial Advisors, LLC with notifications on news.

Account

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