Forum Financial Management, LP American Centy ETF Tr Avantis Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

A detailed history of Forum Financial Management, LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Forum Financial Management, LP holds 11,294 shares of AVDE stock, worth $896,630. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,294
Previous 11,378 0.74%
Holding current value
$896,630
Previous $842,000 5.82%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$73.24 - $79.04 $6,152 - $6,639
-84 Reduced 0.74%
11,294 $891,000
Q2 2025

Jul 30, 2025
SELL
$59.32 - $74.36 $10,440 - $13,087
-176 Reduced 1.52%
11,378 $842,000
Q1 2025

May 02, 2025
BUY
$60.63 - $68.55 $700,519 - $792,026
11,554 New
11,554 $765,000
Q3 2024

Oct 29, 2024
BUY
$60.09 - $67.67 $194,150 - $218,641
3,231 Added 15.18%
24,514 $1.64 Million
Q2 2024

Jul 30, 2024
SELL
$61.17 - $65.29 $270,187 - $288,385
-4,417 Reduced 17.19%
21,283 $1.33 Million
Q1 2024

May 09, 2024
SELL
$58.3 - $63.83 $287,827 - $315,128
-4,937 Reduced 16.11%
25,700 $1.64 Million
Q4 2023

Feb 07, 2024
SELL
$52.98 - $60.62 $2,754 - $3,152
-52 Reduced 0.17%
30,637 $1.85 Million
Q3 2023

Nov 03, 2023
BUY
$55.54 - $59.61 $113,912 - $122,260
2,051 Added 7.16%
30,689 $1.71 Million
Q2 2023

Jul 26, 2023
BUY
$55.68 - $59.23 $175,781 - $186,989
3,157 Added 12.39%
28,638 $1.64 Million
Q1 2023

Apr 19, 2023
BUY
$53.37 - $58.39 $8,912 - $9,751
167 Added 0.66%
25,481 $1.45 Million
Q4 2022

Jan 24, 2023
BUY
$45.5 - $54.96 $226,271 - $273,316
4,973 Added 24.45%
25,314 $0
Q3 2022

Nov 07, 2022
BUY
$45.36 - $54.56 $633,361 - $761,821
13,963 Added 218.92%
20,341 $928,000
Q2 2022

Aug 15, 2022
BUY
$50.6 - $61.08 $322,726 - $389,568
6,378 New
6,378 $325,000

Others Institutions Holding AVDE

# of Institutions
542
Shares Held
94.3M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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