A detailed history of Financial Symmetry Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Symmetry Inc holds 4,243 shares of AVDV stock, worth $326,413. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,243
Previous 3,852 10.15%
Holding current value
$326,413
Previous $251 Million 18.04%
% of portfolio
0.18%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025

BUY
$63.74 - $71.96 $24,922 - $28,136
391 Added 10.15%
4,243 $296 Million
Q4 2024

Feb 04, 2025

BUY
$63.85 - $70.4 $245,950 - $271,180
3,852 New
3,852 $251 Million

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


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

Track Financial Symmetry Inc Portfolio

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

News

Stay updated on Financial Symmetry Inc with notifications on news.