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

Uma Financial Services, Inc.

$656 Million
Q4 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 3,041 shares of AVGE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,041

Previous 3,015 0.86%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	N/A	26 Added 0.86%	3,041 $0
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

119

Shares Held

2.16M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVGE

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