A detailed history of Foundry Financial Group, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Foundry Financial Group, Inc. holds 110,921 shares of AVLV stock, worth $7.87 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares
110,921
Previous 122,833 9.7%
Holding current value
$7.87 Million
Previous $7.72 Billion 5.4%
% of portfolio
4.56%
Previous 5.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$60.05 - $65.83 $715,315 - $784,166
-11,912 Reduced 9.7%
110,921 $7.3 Billion
Q2 2024

Aug 09, 2024

BUY
$60.74 - $64.14 $5.28 Million - $5.57 Million
86,847 Added 241.34%
122,833 $7.72 Billion
Q1 2024

Apr 30, 2024

BUY
$56.46 - $64.26 $849,271 - $966,598
15,042 Added 71.82%
35,986 $2.31 Billion
Q4 2023

Jan 22, 2024

BUY
$49.96 - $58.08 $1.05 Million - $1.22 Million
20,944 New
20,944 $1.21 Billion

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Foundry Financial Group, Inc. Portfolio

Follow Foundry Financial Group, Inc. 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 Foundry Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Foundry Financial Group, Inc. with notifications on news.