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

Forum Financial Management, LP

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

361

77M

100

500

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