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

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 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 13,619 shares of AVEM stock, worth $948,699. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,619
Previous 8,664 57.19%
Holding current value
$948,699
Previous $521,000 79.08%
% of portfolio
0.02%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$53.08 - $68.54 $263,011 - $339,615
4,955 Added 57.19%
13,619 $933,000
Q1 2025

May 02, 2025
BUY
$57.11 - $62.4 $494,801 - $540,633
8,664 New
8,664 $521,000
Q3 2024

Oct 29, 2024
BUY
$57.2 - $65.59 $199,799 - $229,105
3,493 Added 25.67%
17,098 $1.1 Million
Q2 2024

Jul 30, 2024
SELL
$56.42 - $62.42 $372,259 - $411,847
-6,598 Reduced 32.66%
13,605 $831,000
Q1 2024

May 09, 2024
BUY
$53.02 - $58.54 $124,172 - $137,100
2,342 Added 13.11%
20,203 $1.17 Million
Q4 2023

Feb 07, 2024
SELL
$51.0 - $56.39 $78,540 - $86,840
-1,540 Reduced 7.94%
17,861 $1.01 Million
Q3 2023

Nov 03, 2023
BUY
$52.44 - $57.3 $18,196 - $19,883
347 Added 1.82%
19,401 $1.02 Million
Q2 2023

Jul 26, 2023
BUY
$51.46 - $55.92 $31,390 - $34,111
610 Added 3.31%
19,054 $1.03 Million
Q1 2023

Apr 19, 2023
BUY
$50.27 - $56.2 $32,474 - $36,305
646 Added 3.63%
18,444 $975,000
Q4 2022

Jan 24, 2023
BUY
$44.87 - $52.64 $148,519 - $174,238
3,310 Added 22.85%
17,798 $0
Q3 2022

Nov 07, 2022
BUY
$45.9 - $53.37 $472,953 - $549,924
10,304 Added 246.27%
14,488 $665,000
Q2 2022

Aug 15, 2022
BUY
$51.44 - $61.32 $215,224 - $256,562
4,184 New
4,184 $218,000

Others Institutions Holding AVEM

# of Institutions
603
Shares Held
130M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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