A detailed history of Financial Advisory Service, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 157,874 shares of AVDE stock, worth $9.83 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
157,874
Previous 151,302 4.34%
Holding current value
$9.83 Million
Previous $9.14 Million 10.05%
% of portfolio
0.94%
Previous 0.91%

Shares

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

Apr 29, 2024

BUY
$58.3 - $63.83 $383,147 - $419,490
6,572 Added 4.34%
157,874 $10.1 Million
Q4 2023

Jan 23, 2024

BUY
$52.98 - $60.62 $313,270 - $358,446
5,913 Added 4.07%
151,302 $9.14 Million
Q3 2023

Oct 23, 2023

BUY
$55.54 - $59.61 $8.07 Million - $8.67 Million
145,389 New
145,389 $8.09 Million
Q1 2023

May 11, 2023

BUY
$53.37 - $58.39 $1.28 Million - $1.4 Million
23,991 Added 20.86%
138,983 $7.93 Million
Q4 2022

Feb 01, 2023

BUY
$48.94 - $54.96 $5.63 Million - $6.32 Million
114,992 New
114,992 $6.12 Million
Q2 2022

Aug 02, 2022

BUY
$50.6 - $61.08 $22,972 - $27,730
454 New
454 $23,000

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


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

Track Financial Advisory Service, Inc. Portfolio

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

News

Stay updated on Financial Advisory Service, Inc. with notifications on news.