Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 159,193 shares of AVUV stock, worth $14.1 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

159,193

Previous 154,951 2.74%

Holding current value

$14.1 Million

Previous $14.9 Billion 3.36%

% of portfolio

1.91%

Previous 1.85%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$94.37 - $106.41 $400,317 - $451,391	4,242 Added 2.74%	159,193 $15.4 Billion
Q3 2024 Oct 07, 2024	BUY	$88.24 - $99.7 $455,847 - $515,050	5,166 Added 3.45%	154,951 $14.9 Billion
Q2 2024 Jul 23, 2024	BUY	$86.93 - $93.77 $2.39 Million - $2.58 Million	27,506 Added 22.49%	149,785 $13.4 Billion
Q1 2024 Apr 12, 2024	BUY	$84.87 - $93.71 $10.4 Million - $11.5 Million	122,279 New	122,279 $11.5 Billion
Q4 2023 Apr 04, 2024	SELL	$73.38 - $91.25 $440 - $547	-6 Closed	0 $0
Q2 2023 Apr 04, 2024	BUY	$69.33 - $77.71 $277 - $310	4 Added 200.0%	6 $469,000
Q1 2023 Apr 04, 2024	BUY	$70.61 - $84.06 $141 - $168	2 New	2 $149,000

Others Institutions Holding AVUV

# of Institutions

837

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

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Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History