Symphony Financial, Ltd. Co. American Centy ETF Tr Avantis Transaction History

Symphony Financial, Ltd. Co.

$816 Million
Q3 2025

A detailed history of Symphony Financial, Ltd. Co. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 27,198 shares of AVEM stock, worth $2.11 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

27,198

Previous 20,690 31.45%

Holding current value

$2.11 Million

Previous $1.42 Million 44.01%

% of portfolio

0.25%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$68.33 - $75.41 $444,691 - $490,768	6,508 Added 31.45%	27,198 $2.04 Million
Q2 2025 Aug 11, 2025	BUY	$53.08 - $68.54 $1.1 Million - $1.42 Million	20,690 New	20,690 $1.42 Million
Q4 2024 Jan 24, 2025	BUY	$58.59 - $66.14 $57,476 - $64,883	981 Added 10.64%	10,202 $599,000
Q3 2024 Oct 21, 2024	SELL	$57.2 - $65.59 $2,345 - $2,689	-41 Reduced 0.44%	9,221 $595,000
Q2 2024 Jul 17, 2024	BUY	$56.42 - $62.42 $95,349 - $105,489	1,690 Added 22.32%	9,262 $565,000

Q1 2024 Apr 17, 2024	BUY	$53.02 - $58.54 $17,973 - $19,845	339 Added 4.69%	7,572 $438,000
Q4 2023 Jan 18, 2024	SELL	$51.0 - $56.39 $1.92 Million - $2.12 Million	-37,596 Reduced 83.87%	7,233 $407,000
Q3 2023 Nov 07, 2023	BUY	$52.44 - $57.3 $247,883 - $270,857	4,727 Added 11.79%	44,829 $2.37 Million
Q2 2023 Jul 12, 2023	BUY	$51.46 - $55.92 $1.6 Million - $1.73 Million	31,017 Added 341.41%	40,102 $2.16 Million
Q1 2023 May 03, 2023	BUY	$50.27 - $56.2 $69,372 - $77,556	1,380 Added 17.91%	9,085 $480,000
Q4 2022 Jan 26, 2023	BUY	$44.87 - $52.64 $345,723 - $405,591	7,705 New	7,705 $0

Others Institutions Holding AVEM

# of Institutions

724

Shares Held

170M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
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Symphony Financial, Ltd. Co. American Centy ETF Tr Avantis Transaction History