A detailed history of Acorn Financial Advisory Services Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 279,310 shares of AVUV stock, worth $25 Million. This represents 5.44% of its overall portfolio holdings.

Number of Shares
279,310
Previous 305,810 8.67%
Holding current value
$25 Million
Previous $27.5 Million 4.69%
% of portfolio
5.44%
Previous 5.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$84.87 - $93.71 $2.25 Million - $2.48 Million
-26,500 Reduced 8.67%
279,310 $26.2 Million
Q4 2023

Jan 17, 2024

BUY
$73.38 - $91.25 $125,406 - $155,946
1,709 Added 0.56%
305,810 $27.5 Million
Q3 2023

Oct 10, 2023

SELL
$75.9 - $84.23 $114,077 - $126,597
-1,503 Reduced 0.49%
304,101 $23.7 Million
Q2 2023

Jul 20, 2023

BUY
$69.33 - $77.71 $617,938 - $692,629
8,913 Added 3.0%
305,604 $23.7 Million
Q1 2023

Apr 26, 2023

BUY
$70.61 - $84.06 $197,566 - $235,199
2,798 Added 0.95%
296,691 $22 Million
Q4 2022

Jan 20, 2023

BUY
$73.17 - $80.54 $21.1 Million - $23.3 Million
288,982 Added 5884.38%
293,893 $0
Q3 2022

Oct 12, 2022

BUY
$66.43 - $79.96 $326,237 - $392,683
4,911 New
4,911 $326,000
Q3 2021

Nov 15, 2021

SELL
$69.46 - $77.76 $439,820 - $492,376
-6,332 Closed
0 $0
Q2 2021

Jul 23, 2021

BUY
$71.15 - $79.29 $450,521 - $502,064
6,332 New
6,332 $481,000

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Acorn Financial Advisory Services Inc Portfolio

Follow Acorn Financial Advisory Services 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 Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.