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

Capstone Financial Advisors, Inc.

  • $1.62 Billion
  • Q3 2024

A detailed history of Capstone Financial Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 264,568 shares of AVRE stock, worth $11 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
264,568
Previous 295,193 10.37%
Holding current value
$11 Million
Previous $12.2 Million 2.5%
% of portfolio
0.77%
Previous 0.8%

Shares

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

Nov 14, 2024
SELL
$40.95 - $48.28 $1.25 Million - $1.48 Million
-30,625 Reduced 10.37%
264,568 $12.5 Million
Q2 2024

Aug 13, 2024
BUY
$38.89 - $42.05 $10.1 Million - $10.9 Million
260,123 Added 741.73%
295,193 $12.2 Million
Q1 2024

May 14, 2024
BUY
$40.52 - $43.42 $90,805 - $97,304
2,241 Added 6.83%
35,070 $1.48 Million
Q4 2023

Feb 13, 2024
BUY
$35.51 - $43.68 $1.17 Million - $1.43 Million
32,829 New
32,829 $1.42 Million

Others Institutions Holding AVRE

# of Institutions
116
Shares Held
9.04M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
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