Uma Financial Services, Inc. American Centy ETF Tr Avantis Transaction History

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Uma Financial Services, Inc. holds 3,015 shares of AVGE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,015
Previous 3,599 16.23%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
N/A
-584 Reduced 16.23%
3,015 $0
Q2 2025

Jul 11, 2025
SELL
N/A
-180 Reduced 4.76%
3,599 $0
Q1 2025

Apr 28, 2025
SELL
N/A
-5,403 Reduced 58.84%
3,779 $0
Q4 2024

Feb 12, 2025
SELL
N/A
-1,231 Reduced 11.82%
9,182 $0
Q3 2024

Oct 16, 2024
SELL
N/A
-6,764 Reduced 39.38%
10,413 $0
Q2 2024

Jul 17, 2024
SELL
N/A
-791 Reduced 4.4%
17,177 $0
Q1 2024

Apr 17, 2024
BUY
N/A
367 Added 2.09%
17,968 $0
Q4 2023

Jan 23, 2024
SELL
N/A
-780 Reduced 4.24%
17,601 $0
Q3 2023

Oct 10, 2023
BUY
N/A
4,324 Added 30.76%
18,381 $0
Q2 2023

Jul 05, 2023
BUY
N/A
573 Added 4.25%
14,057 $0
Q1 2023

Apr 20, 2023
BUY
N/A
115 Added 0.86%
13,484 $0
Q4 2022

Jan 25, 2023
BUY
N/A
13,369 New
13,369 $0

Others Institutions Holding AVGE

# of Institutions
112
Shares Held
2.03M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVGE Quotes by TradingView
  • Ticker AVGE
More about AVGE
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