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

Symphony Financial, Ltd. Co.

  • $619 Million
  • Q4 2024

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 165,869 shares of AVUV stock, worth $14.4 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
165,869
Previous 161,458 2.73%
Holding current value
$14.4 Million
Previous $15.5 Million 3.36%
% of portfolio
2.59%
Previous 2.55%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$94.37 - $106.41 $416,266 - $469,374
4,411 Added 2.73%
165,869 $16 Million
Q3 2024

Oct 21, 2024
BUY
$88.24 - $99.7 $957,668 - $1.08 Million
10,853 Added 7.21%
161,458 $15.5 Million
Q2 2024

Jul 17, 2024
BUY
$86.93 - $93.77 $4.99 Million - $5.39 Million
57,434 Added 61.64%
150,605 $13.5 Million
Q1 2024

Apr 17, 2024
SELL
$84.87 - $93.71 $13.9 Million - $15.4 Million
-164,158 Reduced 63.79%
93,171 $8.73 Million
Q4 2023

Jan 18, 2024
BUY
$73.38 - $91.25 $3.76 Million - $4.68 Million
51,235 Added 24.86%
257,329 $23.1 Million
Q3 2023

Nov 07, 2023
BUY
$75.9 - $84.23 $8.62 Million - $9.57 Million
113,573 Added 122.75%
206,094 $16.1 Million
Q2 2023

Jul 12, 2023
BUY
$69.33 - $77.71 $913,076 - $1.02 Million
13,170 Added 16.6%
92,521 $7.18 Million
Q1 2023

May 03, 2023
SELL
$70.61 - $84.06 $5.46 Million - $6.5 Million
-77,335 Reduced 49.36%
79,351 $5.88 Million
Q4 2022

Jan 26, 2023
BUY
$68.43 - $80.54 $4.98 Million - $5.86 Million
72,785 Added 86.75%
156,686 $0
Q3 2022

Oct 27, 2022
BUY
$65.42 - $79.96 $5.49 Million - $6.71 Million
83,901 New
83,901 $5.6 Million

Others Institutions Holding AVUV

# of Institutions
840
Shares Held
111M
Call Options Held
7.5K
Put Options Held
13K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Symphony Financial, Ltd. Co. Portfolio

Follow Symphony Financial, Ltd. Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Symphony Financial, Ltd. Co., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial, Ltd. Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email