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

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 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 28,603 shares of AVDV stock, worth $2.21 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
28,603
Holding current value
$2.21 Million
% of portfolio
0.04%

Shares

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

May 02, 2025
BUY
$63.74 - $71.96 $1.82 Million - $2.06 Million
28,603 New
28,603 $1.99 Million
Q1 2024

May 09, 2024
BUY
$59.95 - $65.89 $34,051 - $37,425
568 Added 16.04%
4,109 $270,000
Q4 2023

Feb 07, 2024
SELL
$54.34 - $62.7 $18,421 - $21,255
-339 Reduced 8.74%
3,541 $221,000
Q3 2023

Nov 03, 2023
BUY
$56.69 - $60.91 $510 - $548
9 Added 0.23%
3,880 $224,000
Q2 2023

Jul 26, 2023
BUY
$56.07 - $60.13 $18,447 - $19,782
329 Added 9.29%
3,871 $222,000
Q1 2023

Apr 19, 2023
BUY
$55.2 - $60.58 $195,518 - $214,574
3,542 New
3,542 $207,000

Others Institutions Holding AVDV

# of Institutions
460
Shares Held
90.8M
Call Options Held
300
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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