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 154,951 shares of AVUV stock, worth $15.6 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
154,951
Previous 149,785 3.45%
Holding current value
$15.6 Million
Previous $13.4 Billion 10.63%
% of portfolio
1.85%
Previous 1.81%

Shares

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

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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